Timothy Bell
Financial Adviser
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About
Timothy Bell is an ASIC-registered financial adviser dedicated to helping clients in Bentleigh, VIC, and across Australia achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 1998, and further enhanced by a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited expected in 2025, Timothy combines experience with ongoing education to provide the most current and effective advice. Authorised to provide advice on a comprehensive range of financial products, Timothy can assist with superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities, ensuring a holistic approach to your financial wellbeing. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Whether you're planning for retirement, seeking to grow your wealth, or need assistance with insurance, Timothy offers tailored solutions to meet your unique needs. Contact Timothy today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What services does Timothy Bell provide?
Timothy Bell offers a comprehensive range of financial services including superannuation advice, retirement planning, wealth management, and insurance solutions. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Timothy Bell have?
Timothy Bell holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) and is completing a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
How can Timothy Bell help me plan for retirement?
Timothy can help you develop a personalized retirement plan that takes into account your current financial situation, desired lifestyle, and risk tolerance. He will provide advice on superannuation, investments, and other strategies to help you achieve your retirement goals.
What should I expect during my first meeting with Timothy Bell?
During your first meeting, Timothy will take the time to understand your financial situation, goals, and concerns. He will then explain how he can help you and develop a tailored financial plan to meet your specific needs. This is a great opportunity to ask questions and get to know Timothy.
Does Timothy Bell provide insurance advice?
Yes, Timothy can provide advice on a range of insurance products including Life Risk Insurance and Investment Life Insurance. He can help you assess your insurance needs and find the right coverage to protect you and your family.
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