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The website of Christchurch based Financial Adviser Lyn Bell
Lyn Bell & Associates
Lyn Bell & Associates is based in Christchurch and provides financial planning services Nationwide. Lyn is an Authorised Financial Adviser and Certified Financial Planner providing insurance and investment advice.
Lyn Bell is uniquely qualified to review and recommend financial resources. Her varied and robust experience in the financial industry combined with her commitment to integrity and service make her product and service reviews sound and reliable.
Lyn is a Christchurch based Authorised Financial Adviser (AFA).
In 2005 Lyn was awarded the IFA Canterbury Branch Education Award, an award that recognises dedication and hard work.
During 2008 Lyn was interviewed several times on local television CTV on financial matters. And again in 2009 she appeared on "Rob's Country" as a guest of Rob Cope-Williams. "Rob's Country" is aired both on local TV and Nationally.
Qualifications & Certifications
G Dip Bus PFP, NZ Dip Bus (Banking and Finance), Authorised Financial Adviser
Who Is Lyn Bell?
Until I started my own business in 1998 I had a total of 28 years experience in the Banking Industry, both in New Zealand and in Africa. During this time I gained invaluable experience in the Financial Services Industry from the perspective of a Banker. This included in the areas of International, Lending, Investment and Insurance. And just to add a little interest I even worked in the Assay laboritory of Barclays Bank in my home town, Bulawayo, assessing soil samples for gold, copper and other metals!
After completing courses and study relating to the financial services industry I became one of only three trainers in the field of Unit Trusts (mutual funds) for the Bank of New Zealand. From 1996 I was employed as an in-house Financial Planner for the staff at the Flight Centre, setting up their New Zealand division. Here I was responsible for assisting the staff and their families with financial advice.
I am a member of the Institute of Financial Advisers (IFA) and a member of SIFA ( formally Society of Independent Financial Advisers). I completed my studies through Massey University and am now a designated CFP. I am an Authorised Financial Adviser.
I am a Past President of ITC (International Training in Communication)and a member of the Auckland Chamber of Commerce.
My Mission Statement: "To help my clients set and achieve their financial goals for the lifestyle of their choice."
P O Box 38094
Phone: +64 3 387 0219
Fax +64 3 387 0239
e-mail : Contact Lyn
Lyn belongs to the following Professional organisations and adheres to their Codes of Conduct.
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. is a professional regulatory organisation based in the United States of America that fosters professional standards in personal financial planning so that the public has access to and benefits from competent and ethical financial planning.
The Institute of Financial Advisers is a professional body for needs-based advisers, insurance and investment advisers and financial planners. The Institute represents over 1400 financial advisers throughout New Zealand. Institute members believe in integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
The purpose of the Professional Advisors Association Inc is "provide a unique combination of highly valued services to members resulting in the organisation being recognised as the leading industry representative body for financial service advisors."
SIFA, formally the Society of Independent Financial Advisers, aims to ensure that its members provide the public with independent financial advice while upholding the highest professional and ethical standards.
As an Authorised Financial Adviser in Christchurch Lyn Bell has passed the requirements of the Financial Markets Authority and is legally qualified to provide financial services to her clients throughout New Zealand.
A disclosure statement is available free on request