Jessica Bell
Financial Adviser
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About
Jessica Bell is an ASIC-registered financial adviser dedicated to helping individuals and families in Loch, VIC, and beyond achieve their financial goals. With a strong educational foundation including a Bachelor of Social Science (Psychology) from Swinburne University of Technology and advanced financial planning qualifications from Kaplan Education, Jessica brings a holistic and empathetic approach to financial advice. She holds a Chartered Life Practitioner designation from the Financial Advice Association of Australia (FAAA) and continually updates her knowledge with courses such as Ethics and Professionalism in Financial Advice and Economic and Legal Context for Financial Planning. As an authorized financial adviser, Jessica can provide expert advice on a range of financial products and strategies, including superannuation, insurance, and retirement planning. She is passionate about empowering her clients to make informed decisions and build a secure financial future. • Superannuation advice • Insurance solutions to protect your assets and loved ones • Retirement planning to ensure a comfortable and fulfilling retirement • Investment Life Insurance • Life Risk Insurance • Retirement Savings Accounts • Government Debt Securities Jessica is a proud member of the Financial Advice Association of Australia (FAAA), reflecting her commitment to upholding the highest ethical and professional standards in the industry. Ready to take control of your financial future? Contact Jessica today for a consultation and discover how she can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Jessica Bell offer?
Jessica provides advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Jessica Bell have?
Jessica holds a Bachelor of Social Science (Psychology), a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning) and is a Chartered Life Practitioner.
How can Jessica Bell help me with my retirement planning?
Jessica can help you develop a comprehensive retirement plan that considers your individual circumstances, goals, and risk tolerance. She can provide advice on superannuation strategies, investment options, and income planning to ensure a comfortable and secure retirement.
What is the first step in working with Jessica Bell?
The first step is to schedule a consultation. During this meeting, you can discuss your financial goals and concerns, and Jessica can explain how she can help you achieve them. This initial consultation allows Jessica to understand your needs and determine the best course of action.
What can I expect during a financial planning consultation with Jessica?
During a consultation with Jessica, you can expect a thorough discussion of your current financial situation, your future goals, and any concerns you may have. She will take the time to understand your individual needs and develop a personalized financial plan tailored to your specific circumstances.
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