Financial Adviser
· MELBOURNE, VIC
Trent Ashley Bell
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001258051
Trent Ashley Bell is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry. Trent is currently authorised under Watershed Dealer Services Pty Ltd. Trent 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 Business (Banking and Finance) from Monash University.
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
2015
Bachelor of Business (Banking and Finance)
Monash University
2017
Tax for Financial Advising (DFP5v2)
Kaplan Education
2018
Advanced Diploma of Financial Planning (ADFP)
Kaplan Higher Education Pty Limited
2020
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan Higher Education Pty Limited
2020
SuperConcepts & ICFS Specialist SMSF Course
University of Adelaide
Registration History
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register