Financial Adviser · MELBOURNE, VIC

Miles Royce Bellman

21 Years experience

Tax advice
authorised

Currently at

Carlton, VIC

View firm profile

ASIC Registered · ADV 001005949

Miles Royce Bellman is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry. Miles is currently authorised under Mb Capital Partners Pty Ltd. Miles 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 Masters of Business Administration (MBA) from Melbourne Business School. Miles is a member of Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (FINSIA) and Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Business

2004

Graduate Diploma of Applied Finance & Investment

Kaplan (Securities Institute of Australia)

2006

Graduate Diploma of Financial Planning

Kaplan (FINSIA)

2014

Masters of Business Administration (MBA)

Melbourne Business School

2016

Masters of Law

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Mb Capital Partners Pty Ltd

Jan 2024 - Present Current

Interprac Financial Planning Pty Ltd

Feb 2018 - Dec 2023 Ceased

Canaccord Genuity (Australia) Limited

Nov 2015 - Feb 2018 Ceased

Level 1 only - ASIC Accredited Derivatives Advisor for Exchange Traded Options (ADA 1)

Morgan Stanley Wealth Management Australia Pty Ltd

Sep 2005 - Oct 2015 Ceased

Superannuation: Excludes the provision of personal financial product advice to retail clients on Self-Managed Superannuation Fund products. Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 1 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.

Source: ASIC Financial Advisers Register