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