Miles Royce Bellman
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005949
- Location
- Melbourne VIC 3000
- Licensee
- MB Capital Partners Pty Ltd (AFSL 536053)
- Authorised since
- 1 January 2024
- First provided advice
- 2005
- Qualifications
- Bachelor of Business, RMIT University (2002); Graduate Diploma of Applied Finance & Investment, Kaplan (Securities Institute of Australia) (2004); Graduate Diploma of Financial Planning, Kaplan (FINSIA) (2006); Masters of Business Administration (MBA), Melbourne Business School (2014); Masters of Law, University of Melbourne (2016); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia (FINSIA); Stockbrokers and Investment Advisers Association (SIAA)
- 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, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Miles Royce Bellman
On the Financial Advisers Register kept by ASIC, Miles Royce Bellman appears as a current financial adviser in Melbourne, Victoria, adviser number 001005949.
Advice is given under the Australian financial services licence of MB Capital Partners Pty Ltd, licence number 536053. The current authorisation started on 1 January 2024.
The register records 2005 as the year Miles first provided financial advice. The qualifications listed for Miles include Bachelor of Business (RMIT University, 2002), Graduate Diploma of Applied Finance & Investment (Kaplan (Securities Institute of Australia), 2004) and Graduate Diploma of Financial Planning (Kaplan (FINSIA), 2006). Miles is recorded as a member of Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (FINSIA) and Stockbrokers and Investment Advisers Association (SIAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 11 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Miles Royce Bellman a registered financial adviser?
Yes. Miles Royce Bellman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005949.
Which licensee does Miles Royce Bellman work under?
MB Capital Partners Pty Ltd, Australian financial services licence 536053.
What can Miles Royce Bellman 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; foreign exchange contracts.