Peter Bell Financial Planner Report

Name:
Peter Allan Bell

Rep Number:
001000749

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2004-03-11 onwards

Licensee
Name:

Number:
000243480

ABN:
25 006 390 772

Controlled By:

Appointed By
Name:
Bell Potter Securities Limited

Licence Number:
000243480

ABN:
25 006 390 772

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
MDA Services
Standard Margin Lending Facility
Miscellaneous Financial Investment Products - MDA Services
Securities
Superannuation

Qualifications
RMIT
Bachelor of Business
Securities Institute Education
Financial Planning Principles & Practice - Superannuation; Fin. Planning & Wealth Creation
ASX
Level 1 Accredited Derivatives Adviser
Kaplan Education Pty Ltd
Margin Lending and Geared Investments
SDIA / Deakin University
SDIA Accreditation Program Assessment

Memberships
Institute of Chartered Accountants In Australia