Financial Adviser · LOCH, VIC

Jessica Bell

17 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000336073

Jessica Bell is a financial adviser based in Loch, Victoria, with 17 years of experience in the financial services industry. Jessica is currently authorised under Synchron Advice Pty Ltd. Jessica 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 Bachelor of Social Science (Psychology) from Swinburne University of Technology. Jessica 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 Deposit Products Government Bonds

Restrictions: Superannuation authorisation excludes Self-Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Social Science (Psychology)

Swinburne University of Technology

2009

Diploma of Financial Services Financial Planning

Kaplan

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Ltd

2019

Chartered Life Practitioner

Financial Advice Association of Australia Limited

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Ltd

2020

Client Engagement Skills

Behavioural Finance - Kaplan Higher Education Pty Ltd

2023

Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Education Pty Ltd

Registration History

Synchron Advice Pty Ltd

May 2022 - Present Current

Superannuation authorisation excludes Self-Managed Superannuation Funds

Millennium 3 Financial Services Pty Ltd

Dec 2019 - May 2022 Ceased

Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.

ELDERS FINANCIAL PLANNING PTY LTD

Apr 2010 - Dec 2019 Ceased

Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only; SMSF - Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register