Jessica Bell
Financial Adviser in Loch, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000336073
- Location
- Loch VIC 3945
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 17 May 2022
- First provided advice
- 2009
- Qualifications
- Bachelor of Social Science (Psychology), Swinburne University of Technology (2006); Diploma of Financial Services Financial Planning, Kaplan (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2012); Chartered Life Practitioner, Financial Advice Association of Australia Limited (2019); Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Ltd (2019); Client Engagement Skills, Kaplan Higher Education Pty Ltd (2020); Economic and Legal Context for Financial Planning, Kaplan Education Pty Ltd (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation authorisation excludes Self-Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Jessica Bell
Jessica Bell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Loch, Victoria (adviser number 000336073).
Jessica provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. That authorisation dates from 17 May 2022.
The register records 2009 as the year Jessica first provided financial advice. Qualifications and training on file include Bachelor of Social Science (Psychology) (Swinburne University of Technology, 2006), Diploma of Financial Services Financial Planning (Kaplan, 2009) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Jessica is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation authorisation excludes Self-Managed Superannuation Funds.”
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Questions people ask
Is Jessica Bell a registered financial adviser?
Yes. Jessica Bell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000336073.
Which licensee does Jessica Bell work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Jessica Bell give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Superannuation authorisation excludes Self-Managed Superannuation Funds."