Financial Adviser · WYNNUM, QLD

John Peter Bellas

WYNNUM, QLD

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000235787

Currently at

Matrix Planning Solutions Limited

Bundall, QLD (firm address)

View firm profile

About John Peter Bellas

John Peter Bellas is a financial adviser based in Wynnum, Queensland, with 28 years of experience in the financial services industry since 1998. John is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John's qualifications include a Bachelor of Commerce (Accounting and Finance) from Griffith University. John is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1994

Bachelor of Commerce (Accounting and Finance)

Griffith University

2001

Diploma of Financial Planning (8 units)

FPA Australia

2020

Self Managed Superannuation Fund Adviser (Personal Advice) Course

Mentor Education

2021

Ethics and Professionalism in Financial Advice Course

Ethics - Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Jan 2020 - Present Current

Financial Wisdom Limited

Sep 2003 - Jan 2020 Ceased

Not authorised to provide personal advice on Securities.

Source: ASIC Financial Advisers Register