Financial Adviser · BENTLEIGH, VIC

Timothy David Bell

BENTLEIGH, VIC

35 Years experience

Tax advice
authorised

ASIC Registered · ADV 000248076

Licensee

Akumin Financial Planning

Sydney, NSW (licence address on ASIC register)

View licensee

About Timothy David Bell

Timothy David Bell is a financial adviser based in Bentleigh, Victoria, with 35 years of experience in the financial services industry since 1991. Timothy is currently authorised under Akumin Financial Planning. Timothy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Timothy's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1998

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Jan 2004 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register