Financial Adviser
· SYDNEY, NSW
Ian Robert Bell
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271882
Ian Robert Bell is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Ian is currently authorised under Fish Tacos Pty Ltd. Ian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Accounting & Financial Planning) from University of Wollongong. Ian is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce (Accounting & Financial Planning)
University of Wollongong
2010
Certificate in Applied Tax
Taxation Institute of Australia
2013
Chartered Accountants Program
Chartered Accountants Australia and New Zealand
2020
Ethics + Professionalism in Financial Advice
Ethics - KAPLAN Professional
Registration History
Source: ASIC Financial Advisers Register