Financial Adviser
· CAROLINE SPRINGS, VIC
Andrew Bell
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004894
Andrew Bell is a financial adviser based in Caroline Springs, Victoria, with 23 years of experience in the financial services industry. Andrew is currently authorised under Lifespan Financial Planning Pty Ltd. Andrew 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 AMP.
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
2003
Diploma of Financial Services (Financial Planning)
AMP
2004
Advanced Diploma of Financial Services (Financial Planning)
AMP
2012
Margin Lending and Geared Investments
Kaplan
2019
Ethics and Professionlism in Financial Advice
Ethics - Kaplan Professional
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Source: ASIC Financial Advisers Register