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Rex Bell

Senior Financial Adviser

Location: Newcastle


  • Diploma of Financial Planning
  • Self Managed Superannuation Funds
  • Cert IV Finance and Mortgage Broking
  • Certified Financial Planner ®


  • Been in financial services industry since 1999
  • Been a financial adviser since 1999

Memberships & Professional Designations

What our customers have to say

Key person protection

Ownership protection

Employee protection

Working with our planners

Engagement process

Cashflow management

Debt management

Wealth management

Personal risk management

Retirement readiness

Estate planning

Our Philosophy

Our History

Our Solutions