Sally-Anne Bell
Financial Adviser
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About
Sally-Anne Bell is an ASIC-registered financial adviser based in Launceston, Tasmania, dedicated to helping clients achieve their financial goals. With a career foundation built on the ASX Broker Exam (Securities Institute Education, 2002) and further enhanced by qualifications in Self Managed Superannuation Funds (Tribeca, 2004), a Diploma of Financial Services (Financial Planning) (Tribeca, 2005), Margin Lending and Geared Investments (Kaplan Professional, 2011), and an Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2012), Sally-Anne provides comprehensive and tailored financial advice. As a member of the Financial Advice Association of Australia (FAAA), Sally-Anne adheres to the highest ethical and professional standards. She is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. She also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Sally-Anne offers a range of key services to assist you in securing your financial future: • Superannuation advice • Investment strategies • Retirement planning • Insurance solutions • Wealth management Ready to take control of your financial future? Contact Sally-Anne today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Sally-Anne Bell provide?
Sally-Anne specialises in superannuation advice, insurance, wealth management, and retirement planning. She also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Sally-Anne have?
Sally-Anne holds the ASX Broker Exam, qualifications in Self Managed Superannuation Funds, a Diploma of Financial Services (Financial Planning), qualifications in Margin Lending and Geared Investments, and an Advanced Diploma of Financial Services (Financial Planning).
What can I expect during my first consultation with Sally-Anne?
During your first consultation, Sally-Anne will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then develop a personalised financial plan tailored to your needs.
Is Sally-Anne Bell a member of any professional organisations?
Yes, Sally-Anne is a member of the Financial Advice Association of Australia (FAAA).
How does Sally-Anne stay up-to-date with the latest financial regulations and strategies?
Sally-Anne is committed to ongoing professional development and regularly attends industry events and training sessions to ensure she provides her clients with the most current and effective advice.
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