Financial Adviser
· FOOTSCRAY, VIC
David Anthony Bell
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002777
David Anthony Bell is a financial adviser based in Footscray, Victoria, with 12 years of experience in the financial services industry since 2014. David is currently authorised under Integritas Fiduciary. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Arts from University of Melbourne. David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Arts
University of Melbourne
2010
Graduate Certificate in Applied Finance
Kaplan Professional
2013
Diploma of Financial Planning
Advice Education
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
UNITED GLOBAL CAPITAL PTY LTD
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Not authorised to provide personal advice on SMSF
BW FINANCIAL ADVICE PTY LIMITED
Not authorised to provide personal advice on SMSF
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register