MILES ROYCE BELLMAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2002 - Bachelor of Business - Economics & Finance - Bachelor Degree (AQF 7) - RMIT University
2004 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Kaplan (Securities Institute of Australia)
2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan (FINSIA)
2014 - Masters of Business Administration (MBA) - Masters Degree (AQF 9) - Melbourne Business School
2016 - Masters of Law - Banking & Finance - Masters Degree (AQF 9) - University of Melbourne
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
Stockbrokers and Investment Advisers Association (SIAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.