Financial Adviser
· MELBOURNE, VIC
Jessica Marie Bell
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272925
Jessica Marie Bell is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Jessica is currently authorised under Financial Index Australia 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. 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
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce (Majoring in Financial Planning and Accounting)
Deakin University
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register