Minerds Bell Consultancy Group and Andrew Harris have consistently been recognised by the financial planning industry for their commitment to their clients and the quality of the financial advice they provide. Minerds Bell has been designated by the Financial Planning Association of Australia as a FPA Professional Practice.
Who are we?
Minerds Bell is an award winning Financial Planning practice and for us, it’s personal. With our roots as a family owned and managed business, we have been providing tailored financial planning solutions to our clients since 1975. Our team of fully qualified financial planners has over 75 years combined experience in advising and caring for clients. They are well supported by a well-trained and qualified team who provide the back-office support to ensure we provide the ongoing advice, support and administration our clients require.
Minerds Bell Team
Practice Principal & Authorised Representative
Adv. Dip. FP
CFP®, Dip. FP
Authorised Representative & Accredited Aged Care Specialist™
B.Bus. (Intl Fin. Bus. & Trade), Dip. FS (FP)
B.Econ.(Acc.), Dip. FP, Dip. Mngt., CPA®
CFP®, Dip. FP, SMSF Accredited
Masters Professional Accounting,
B. Comm. (Acc. & Fin. Planning)
Joanne (JO) Smith
B.Econ., Dip FS (FP)
Administration Support Officer
Why Minerds Bell Consultancy Group?
We care. for us, it’s personal.
Our professional relationship with you and our understanding of your situation and your goals is at the heart of our philosophy.
You will know upfront the areas we will be advising you in, what’s involved and what it will cost.
Quality of our advice and processes
We have held certified Quality Advice Practice (CQAP) designation since 2008, recognising our complete Financial Planning Service that you can receive with confidence.
Expertise and experience
Our financial planners have an average of 15 years’ experience advising and caring for clients.
We provide a consistently high level of advice, organisation and service delivery. 95% of surveyed clients are happy to refer their friends and family to us.
Highest ethical and professional standards
We are members of the Financial Planning Association of Australia (FPA) and are committed to their Code of Ethics and Rules of professional conduct. We also hold by the Financial Planning Association of Australia “FPA Professional Practice” designation.
WHAT OUR CLIENTS SAY
“I am extremely happy with Andrew Harris. He has exceeded my expectations over the years as has his company and I would not consider going elsewhere. His knowledge and follow-up has always been outstanding. He is professional as well as friendly and always gives that personal touch.
I am extremely happy with the advice and service offered by Andrew over many years. I really trust and value his advice, decisions and planning”.
“Our Adviser has been very helpful and understanding of our needs, even when we have been unsure ourselves. She has been very supportive and has always made us feel important and at ease with decisions we have made. She has shown wonderful patience while we have made decisions.
I really appreciate how my personal situation is addressed in a professional, caring and reliable manner.
I have annual an catch up Natalie to revisit my situation. Whilst I might not be a high dollar investor, she has managed to assist me in building a nest egg that has allowed me to purchase my first house”.
“I am extremely happy with the advice, support & understanding I receive from Daran. Nothing is too much trouble and he always has time to listen to any concerns or questions I may have and gives a very clear and thorough answer. I have total trust in him as my advisor.
I have confidence in Minerds Bell that they know what they’re doing as a company but importantly that Daran takes an interest in what’s important to me at each stage of my life”.
“Adrian Loader has been our Advisor for many years and we have always been looked after with our requirements. We have recommended his services to many of our friends who now use his talents.
We have placed our entire financial future in “Adrian Loader’s capable hands” We have over the years built a successful retirement strategy thanks to his efforts. His ethics and professionalism are, we believe second to none”.
“We have been using Minerds for many years. Throughout that time they have worked closely with us to refine our savings strategy to ensure that now, in retirement, we are in a secure financial position.
Strength and trust in the brand name and the place in community. I am happy to be associated with quality local companies serving their community.
I have found my experience with my financial adviser over the last 10 years to be exemplary.
Minerds Bell Consultancy have been amazing “empathetic to the loss of my husband and my personal lack of financial management. Honest and to the point, explaining information to me in a way I can understand. Constantly posting about managing my financials and the occasional contact to chat and see how I am going with my life in general”.