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SoundFinance is the website of Lyn Bell & Associates, a company based in Christchurch, New Zealand.
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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.
After completing courses and study relating to the financial services industry
I became a trainer in the field of Unit Trusts (mutual funds) for the bank. 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
(Society of Independent Financial Advisers). I have also continued my membership
of FINSIA (Financial Services of Australasia). I recently completed my
studies through Massey University and have now become CFP registered.
An active member of BNI (Business Networking International), Past President of
ITC (International Training in Communication)and a member of the Auckland Chamber
of Commerce.
Qualifications: CFP - Certified Financial Planner. NZ Grad Dip PFP, NZ Dip Bus (Banking and Finance)
My Mission Statement: To help my clients set and achieve their financial
goals for the lifestyle of their choice.
Lyn was awarded the IFA Canterbury Branch Education Award 2005. This award recognises dedication and hard work.
A Disclosure Statement under the Securities Market Act 1988 relating to the financial adviser associated with this website is available on request and free of charge.
P O Box 38094
Parklands
Christchurch 8842
New Zealand
Phone: +64 3 387 0219
Fax +64 3 387 0239
e-mail : Contact Lyn
Qualifications & Certifications
 SA FINSA, G Dip Bus PFP, NZ Dip Bus (Banking and Finance)
Professional Organisations
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.
IFA
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.
PAA
The purpose of the Professional Advisors Association Inc is
to 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
SIFA aims to ensure that its members provide the public with independent financial advice while upholding the highest professional and ethical standards.
Contact Lyn
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A Disclosure Statement under the Securities Market Act 1988 relating to the financial adviser associated with this website is available on request and free of charge.
While every care has been taken to supply accurate information, errors and omissions may occur. Accordingly, Lyn Bell & Associates accepts no responsibility for any loss caused as a result of any person relying on the information supplied.
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