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- Miles Royce Bellman
Miles Royce Bellman
- Name
- Miles Royce Bellman
- ID
- 1005949
- ABN
- –
- First Provided Advice
- 2005
- Restrictions
- Superannuation: Excludes the provision of personal financial product advice to retail clients on Self-Managed Superannuation Fund products. Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 1 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- Bachelor of Business - Economics & Finance - RMIT University
- Graduate Diploma of Applied Finance & Investment - Kaplan (Securities Institute of Australia)
- Graduate Diploma of Financial Planning - Kaplan (FINSIA)
- Masters of Business Administration (MBA) - Melbourne Business School
- Masters of Law - Banking & Finance - University of Melbourne
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
- Financial Services Institute of Australasia (FINSIA)
- Stockbrokers and Investment Advisers Association (SIAA)
Licencee
- Status
- Ceased
- Licence Holder
- Interprac Financial Planning Pty Ltd (#246638)
- Commenced
- Feb. 3, 2018
- Ceased
- Dec. 31, 2023
- Status
- Current
- Licence Holder
- MB Capital Partners Pty ltd (#536053)
- Commenced
- Jan. 1, 2024
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Canaccord Genuity (australia) Limited (#234666)
- Commenced
- Nov. 23, 2015
- Ceased
- Feb. 2, 2018
- Status
- Ceased
- Licence Holder
- Morgan Stanley Wealth Management Australia Pty Ltd (#240813)
- Commenced
- Sept. 7, 2005
- Ceased
- Oct. 13, 2015