Jason Bell CFP®
About Me
I have extensive experience as a financial planner having provided advice for over 17 years. I excel in helping clients achieve their financial goals while making the complex easy to understand. I strive to consistently deliver complete and easy to understand advice to my clients.
Situated in Ascot Vale and specialising in retirement planning, SMSF, Centrelink, personal insurance and investments, I like to ensure that my clients can live the financial lifestyle that they deserve. I have a daughter and son and a new baby boy. When not working, you’ll find me fishing in my beloved boat on Port Phillip Bay.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 18 Years
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Licensed By Millennium 3 Financial Services Pty Ltd