Andrew Robert Bell – Financial Adviser
Adviser identifying number: 1245905
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
Licence number: 223135
Licensee’s ABN: 24093733969
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STEPPING STONES FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 1245874
Authorised Representative’s ABN: 57613816407
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Associate Diploma of Business (Accounting) – Yeronga College of Technical and Further Education
- Bachelor of Commerce – University of Southern Queensland
- Diploma of Financial Planning – Mentor Education
- Self Managed Superannuation Fund Adviser (Personal Advice) – Mentor Education
- Self-Managed Superannuation Fund Auditor – Australian Securities & Investment Commission – ASIC
Relevant memberships of professional bodies or industry associations: Institute of Public Accountants (IPA)
Andrew Robert Bell is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities
- Superannuation