Financial Adviser
· WYNNUM, QLD
John Peter Bellas
No disciplinary history on record with ASIC
WYNNUM,
QLD
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235787
Licensee
Bundall, QLD (licence address on ASIC register)
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 works at Matrix Planning Solutions, which is licensed through Matrix Planning Solutions Limited. 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
Not authorised to provide personal advice on Securities.
Source: ASIC Financial Advisers Register