Bradley James Bell
Financial Adviser in East Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250436
- Location
- East Brisbane QLD 4169
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 20 September 2021
- First provided advice
- 1990
- Qualifications
- Entry Level Competencies, Integratec (1997); Risk Management and Insurance Planning (DFP2), National Mutual (1998); Superannuation and Retirement Planning, Integratec (2001); Investment Planning 1, Tribeca Learning (2004); Margin Lending and Geared Investments, Kaplan Professional Education (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Bradley James Bell
On the Financial Advisers Register kept by ASIC, Bradley James Bell appears as a current financial adviser in East Brisbane, Queensland, adviser number 000250436.
Bradley provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. That authorisation dates from 20 September 2021.
The register records 1990 as the year Bradley first provided financial advice. The qualifications listed for Bradley include Entry Level Competencies (Integratec, 1997), Risk Management and Insurance Planning (DFP2) (National Mutual, 1998) and Superannuation and Retirement Planning (Integratec, 2001). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Bradley James Bell a registered financial adviser?
Yes. Bradley James Bell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250436.
Which licensee does Bradley James Bell work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Bradley James 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.