Financial Adviser
· LAUNCESTON, TAS
Sally-anne Bell
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263900
Sally-anne Bell is a financial adviser based in Launceston, Tasmania, with 24 years of experience in the financial services industry. Sally-anne is currently authorised under Consultum Financial Advisers Pty Ltd. Sally-anne 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional Education. Sally-anne 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
Authorised to provide tax financial advice services
Qualifications and Training
2002
ASX Broker Exam
Securities Institute Education
2004
Self Managed Superannuation Funds
Tribeca
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education