Financial Adviser · WOLLONGONG, NSW

Matthew Bell

10 Years experience

Tax advice
authorised

Currently at

Aware Financial Services Australia Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 001241932

Matthew Bell is a financial adviser based in Wollongong, New South Wales, with 10 years of experience in the financial services industry. Matthew is currently authorised under Aware Financial Services Australia Limited. Matthew 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 Certified Financial Planner from Financial Planning Association of Australia (FPA). Matthew is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2011

LAW101 Law, Business and Society

University of Wollongong

2012

ACCY228 Tax Planning

University of Wollongong

2013

Bachelor of Commerce (Financial Planning)

University of Wollongong

2019

Certified Financial Planner

Financial Planning Association of Australia (FPA)

2023

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Aware Financial Services Australia Limited

Dec 2019 - Present Current

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Apr 2016 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register