Donald Benjaman Bell
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002778
- Location
- Perth WA 6000
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 March 2022
- First provided advice
- 2014
- Qualifications
- Business Law, Curtin University (2009); Bachelor of Business (Financial Planning), Royal Melbourne Institute Of Technology (2013); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); FPE020 SMSF Regulation and Taxation, Kaplan Higher Education Pty Limited (2023); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Donald Benjaman Bell
Donald Benjaman Bell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Perth, Western Australia (adviser number 001002778).
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. The current authorisation started on 1 March 2022.
According to the register, Donald first provided financial advice in 2014. Qualifications and training on file include Business Law (Curtin University, 2009), Bachelor of Business (Financial Planning) (Royal Melbourne Institute Of Technology, 2013) and Accredited Listed Product Adviser (ASX ALPA) Program (Kaplan Higher Education Pty Limited, 2018).
Donald is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Donald Benjaman Bell a registered financial adviser?
Yes. Donald Benjaman Bell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002778.
Which licensee does Donald Benjaman Bell work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Donald Benjaman 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."