Financial Adviser · ASCOT VALE, VIC

Jason Scott Bell

ASCOT VALE, VIC

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 001008463

Currently at

Millennium 3 Financial Services

Sydney, NSW (firm address)

View firm profile

Jason Scott Bell is a financial adviser based in Ascot Vale, Victoria, with 19 years of experience in the financial services industry since 2007. Jason is currently authorised under Millennium 3 Financial Services. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Certified Financial Planner from FPA. Jason 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 Deposit Products Government Bonds Margin Lending

Restrictions: Government Debentures, Stocks or Bonds: class of product only.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Graduate Diploma of Applied Finance and Investment

Securities Institute

2008

Graduate Diploma of Financial Planning

Finsia

2010

Certified Financial Planner

FPA

2013

Provide Advice in Self Managed Superannuation Funds

Kaplan

2021

Accredited Listed Product Adviser Program

Kaplan

Registration History

Millennium 3 Financial Services Pty Ltd

Aug 2020 - Present Current

Government Debentures, Stocks or Bonds: class of product only.

Australia And New Zealand Banking Group Limited

Jan 2016 - May 2020 Ceased

Government Debentures, Stocks or Bonds - Class of Product ONLY, Securities - Class of Product ONLY.

Australia And New Zealand Banking Group Limited

Nov 2007 - Oct 2015 Ceased

Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register