John Peter Bellas
Financial Adviser in Wynnum, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235787
- Location
- Wynnum QLD 4178
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 30 January 2020
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce (Accounting and Finance), Griffith University (1994); Diploma of Finanical Planning (8 units), FPA Australia (2001); Self Managed Superannuation Fund Adviser (Personal Advice) Course, Mentor Education (2020); Ethics and Professionalism in Financial Advice Course, Kaplan Higher Education (2021)
- Memberships
- Certified Financial Planner (CFP) of 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
- Tax (financial) advice
- Yes
- Register status
- Current
About John Peter Bellas
John Peter Bellas is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wynnum, Queensland (adviser number 000235787).
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. The current authorisation started on 30 January 2020.
The register records 1998 as the year John first provided financial advice. The qualifications listed for John include Bachelor of Commerce (Accounting and Finance) (Griffith University, 1994), Diploma of Finanical Planning (8 units) (FPA Australia, 2001) and Self Managed Superannuation Fund Adviser (Personal Advice) Course (Mentor Education, 2020). Professional memberships recorded: Certified Financial Planner (CFP) of FAAA.
The authorisation covers advice 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.
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Questions people ask
Is John Peter Bellas a registered financial adviser?
Yes. John Peter Bellas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235787.
Which licensee does John Peter Bellas work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can John Peter Bellas 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.