Financial Adviser · PERTH, WA

Donald Benjaman Bell

12 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001002778

Donald Benjaman Bell is a financial adviser based in Perth, Western Australia, with 12 years of experience in the financial services industry. Donald is currently authorised under Charter Financial Planning Limited. Donald 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 (Financial Planning) from Royal Melbourne Institute Of Technology.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2009

Business Law

Curtin University

2013

Bachelor of Business (Financial Planning)

Royal Melbourne Institute Of Technology

2018

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2023

FPE020 SMSF Regulation and Taxation

Kaplan Higher Education Pty Limited

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Mar 2022 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Charter Financial Planning Limited

Jan 2019 - Feb 2022 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Commonwealth Financial Planning Limited

Jan 2014 - Nov 2018 Ceased

Not authorised to provide personal advice on Standard Margin Lending.

Source: ASIC Financial Advisers Register