Financial Adviser
· EAST BRISBANE, QLD
Bradley James Bell
No disciplinary history on record with ASIC
36
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250436
Bradley James Bell is a financial adviser based in East Brisbane, Queensland, with 36 years of experience in the financial services industry. Bradley is currently authorised under Matrix Planning Solutions Limited. Bradley 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 Entry Level Competencies from Integratec. Bradley 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Entry Level Competencies
Integratec
1998
Risk Management and Insurance Planning (DFP2)
National Mutual
2001
Superannuation and Retirement Planning
Integratec
2004
Investment Planning 1
Tribeca Learning
2010
Margin Lending and Geared Investments
Kaplan Professional Education
Registration History
A.C.N. 133 593 012 PTY LTD
Excludes SMSF
AON HEWITT FINANCIAL ADVICE LIMITED
Source: ASIC Financial Advisers Register