Peter Allan Bell – Financial Adviser
Adviser identifying number: 1000749
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1999
Name of the licence holder: BELL POTTER SECURITIES LIMITED
Licence number: 243480
Licensee’s ABN: 25006390772
Licence controlled by: BELL FINANCIAL GROUP LIMITED
The date the Financial Adviser commenced the appointment: 11/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BELL POTTER SECURITIES LIMITED
Authorised Representative identifying number: 243480
Authorised Representative’s ABN: 25006390772
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:
- Bachelor of Business – RMIT
- Financial Planning Principles & Practice – Superannuation; Fin. Planning & Wealth Creation – Securities Institute Education
- Level 1 Accredited Derivatives Adviser – ASX
- Margin Lending and Geared Investments – Kaplan Education Pty Ltd
- SDIA Accreditation Program Assessment – SDIA / Deakin University
Relevant memberships of professional bodies or industry associations: Institute of Chartered Accountants In Australia
Peter Allan Bell is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / MDA Services
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services