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Jason Bell

Park Lane Advice Group

Gold
17 Yrs Experience
Ascot Vale, VIC 3032

Jason has extensive experience as a financial planner having provided advice for over 14 years. Jason excels in helping clients achieve their financial goals whilst making the complex easy to understand. He consistently delivers to his clients a complete and easy to understand advice experience. Specialising in retirement planning, SMSF, Centrelink, personal insurance and investments he ensures that his clients can live the financial lifestyle that they deserve.

Jason Bell- Director and Principal Financial Adviser

Certified Financial Planner®, Graduate Diploma of Applied Finance, Graduate Diploma of Financial Planning, Kaplan Professional SMSF structure and advice, Member of Financial Planning Association and registered financial adviser with Australian Tax Practitioners Board

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Borrowing

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2007
  • Years of experience 17
  • Highest qualifications
    • Graduate Diploma of Applied Finance and Investment
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Park Lane Advice Group

271A Mt Alexander Rd
Ascot Vale, VIC 3032

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252