Andrew Bell
Financial Adviser in Caroline Springs, Victoria, Australia
Review Andrew Bell
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001004894
- Location
- Caroline Springs VIC 3023
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 8 May 2020
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP (2003); Advanced Diploma of Financial Services (Financial Planning), AMP (2004); Margin Lending and Geared Investments, Kaplan (2012); Ethics and Professionlism in Financial Advice, Kaplan Professional (2019)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Bell
On the Financial Advisers Register kept by ASIC, Andrew Bell appears as a current financial adviser in Caroline Springs, Victoria, adviser number 001004894.
Advice is given under the Australian financial services licence of Lifespan Financial Planning Pty Ltd, licence number 229892. That authorisation dates from 8 May 2020.
The register records 2003 as the year Andrew first provided financial advice. The qualifications listed for Andrew include Diploma of Financial Services (Financial Planning) (AMP, 2003), Advanced Diploma of Financial Services (Financial Planning) (AMP, 2004) and Margin Lending and Geared Investments (Kaplan, 2012).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Andrew Bell here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Andrew Bell a registered financial adviser?
Yes. Andrew Bell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004894.
Which licensee does Andrew Bell work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Andrew Bell give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.