ABOUT
MINERDS BELL

Andrew Harris

CFP®, Dip FP
Practice Principal & Authorised Representative

Andrew has been an Authorised Representative of Charter Financial Planning in Adelaide since 1996. Andrew took over as Director of Minerds Bell in 2001 when his father, Clive Harris retired. Since Andrew took over the business, Minerds Bell has evolved into a highly professional boutique financial planning practice.

Andrew offers his clients his extensive experience in wealth creation, pre /post retirement planning and risk protection. He completed his Graduate Diploma of Financial Planning from Deakin University in 2002, and is a CERTIFIED FINANCIAL PLANNER™ as designated by the Financial Planning Association.

Andrew was announced as the winner of the 2016 Gerald Lippman Perpetual Trophy, Charter Financial Planning’s highest national financial planning award. In addition, Andrew is the current Chair of the South Australian Chapter of the Financial Planning Association.

On a personal note, Andrew has two children with his wife Tanya and loves to relax on the golf course when he gets the chance.

    Previous
    Next        

DARAN THOMPSON

ADVANCED DIP FP,
Authorised Representative

Daran joined us from ANZ Financial Planning in 2012. He commenced working in the financial services industry in 1998 and has been an Authorised Representative since 2004. He is a member of the Financial Planning Association of Australia.

Daran’s experience includes providing advice in the areas of superannuation, retirement planning, wealth creation and protection, gearing, redundancy packages, aged care, centrelink issues and business succession planning

Daran is married with three young boys and enjoys spending time with the family and is a keen sailor and surfer.

    Previous
    Next        

NATALIE BORDUN

CFP®, Dip. FP
Authorised Representative & Accredited Aged Care Specialist™

Natalie has over 30 years of experience within various sectors of the financial industry, with 19 of those in financial planning. She completed her Diploma of Financial Planning from Deakin University in 2004, and is a CERTIFIED FINANCIAL PLANNER™ as designated by the Financial Planning Association. Natalie is an Accredited Aged Care Professional™ as per the Aged Care Steps training program. As an Aged Care specialist.

Natalie has been appointed to the Bupa Aged Care Financial Guidance Panel. She understands seeking the right advice can help you to make the right decisions and reduce the stress on you and your family. Natalie’s experience includes providing advice in the areas of superannuation, Self-Managed Super Funds, retirement, wealth creation, personal protection, Aged Care, gearing,redundancy packages and Centrelink issues.

Natalie is married with a young son and loves to travel as much as she can.

    Previous
    Next        

WILL NICODIN

B.BUS. (INTL FIN. BUS & TRADE), DIP. FS (FP)
AUTHORISED REPRESENTATIVE AND ACCREDITED MORTGAGE CONSULTANT

Will commenced working in the financial planning industry in 2015, initially as an adviser assistant at Minerds Bell Consultancy Group. He initially completed a bachelors degree in International Business, Finance and Trade at UniSA and then furthered his education by completing a Diploma of Financial Planning.

Will became an Authorised Representative in December 2018 and following further study, an Accredited Mortgage Consultant. Will is qualified to provide advice on a wide range of areas including superannuation and retirement planning, wealth creation, personal insurance protection, Centrelink and other Government benefits. As an Accredited Mortgage Consultant, Will can also provide advice on mortgages or other lending products under MB Mortgage Solutions.

Outside of work, Will loves keeping active by going to the gym, boxing and playing soccer. He also is a big foodie and loves travelling.

    Previous
    Next        

ROBERT DANIELE

B.Comm. (Acc.), Adv. Dip. FP
Authorise Representative

Robert believes that everyone can become financially savvy with the right advice and guidance. As a Financial Planner with more than 5 years’ experience in the financial services industry, Robert has a strong focus on helping to build wealth and protecting your financial lifestyle. Robert has a Bachelor of Commerce and an Advanced Diploma of Financial Planning and aims to help people achieve financial success.

Outside of work, Robert and his wife are busy on the weekends keeping up with their energetic Siberian Husky.

    Previous
    Next        

ANDREW HARDING

B.Ec (ACC.), DIP FP, CPA
Practice Manager

Andrew joined the Minerds Bell team in November 2017 bringing with him a wealth of experience in the Financial Planning and Advice profession. His experience includes leadership, business management and business coaching roles as an employee and running his own consultancy business.

His qualifications include a Bachelor of Economics (Accounting), a Diploma in Financial Planning and Diploma in Management (Proteus Leadership). He is a Certified Practicing Accountant.

Married with three grown children, he remains a true cricket tragic.

    Previous
    Next        

Erin Cunningham

CFP®, Dip. FP, SMSF Accredited
Senior Paraplanner

Erin joined Minerds Bell Consultancy Group as a Paraplanner in August 2019. She has worked within the Finance Industry for 8 years and holds a Diploma of Financial Planning with an SMSF
Accreditation. Prior to Finance, she spent over 10 years in the Building sector specialising in tenders and contracts administration. Outside of work, she enjoys spending time with her husband and daughter, exploring SA’s many wine regions, local restaurants and pop-up bars.

    Previous
    Next        

Buddhini Dona

Masters Professional Accounting, B. Comm. (Acc. & Fin. Planning).
Paraplanner

Buddhini is our newest team member, joining us in February 2021. With 5 years’ experience in financial planning including 2 years paraplanning, together with a Commerce Degree and a Masters’ Degree in Professional Accounting, Buddhini is a great addition to our paraplanning team.

    Previous
    Next        

JULIE STANTON

Adviser Assistant

Julie joined us from Prophecy Wealth Management where she has been Administration Manager for 7 years. She has worked in the financial planning industry for a number of years and has expertise in the risk insurance area. Julie originally commenced in the AXA office (previously National Mutual) where she worked for 10 years. Julie enjoys swimming, mainly for fitness but also competes in Aussie Masters Games.

    Previous
    Next        

Helen Wall

Adviser Assistant

Helen has been involved in the financial services industry for many years, in Paraplanning, Advice Compliance and in an Adviser Services role as the head office of a Financial Services Licensee. She holds a Diploma in Financial Services. More recently, Helen has worked in Client Services and enjoys the variety of tasks and interaction with clients.

Outside of work, Helen is a volunteer with Scouts SA and enjoys heading up the Costume Department of an amateur theatre group.

    Previous
    Next        

Estelle Beeche

Adviser Assistant

Estelle has worked in the financial planning industry as an Adviser Assistant for a number of years,having originally spent 24 years with Bendigo and Adelaide Bank in numerous roles as well as experience in the risk insurance industry.

Outside of work Estelle enjoys supporting her two teenage children in their football and basketball as well as keeping fit herself.

    Previous
    Next        

Joanne (Jo) Roberts

Adviser Assistant

Jo is our newest team member, joining us in July 2020. She has a wealth of experience in the financial planning profession, starting her career in 1993. Joanne’s roles have included roles as an adviser, practice manager and client services manager.

Joanne can be seen on the sidelines supporting her daughter’s netball team, walking Anstey Hill for fitness with her Great Dane called Gracie and an occasional lunch at the local on a Sunday. Joanne enjoys spending time with her family and friends.

    Previous
    Next        

GEORGE BULLEN

DIP FP (FS)
Adviser Assistant

George joined the Minerds Bell team in 2017 and enjoys running and hiking in his spare time.
He has completed a Bachelor of Economics Degree and a Diploma of Financial Planning.

    Previous
    Next        

Rose Worden

Administration Support Officer

Rose joined the Minerds Bell team in 2019 to provide important administrative support and reception relief. Rose has come to us from the retail sector where customer service is paramount.

Outside of work, she enjoys spending time exploring with her dog and finding new places to eat with friends.

    Previous
    Next        

Emily Bridgland

Reception

Emily joined the team in January 2021 with a background in retail customer service and as a travel consultant. Emily is passionate about travel and fitness and is a qualified personal trainer and group fitness instructor.

    Previous
    Next        

Jenny harris

Reception

Jenny’s friendly voice will be known to many of our clients. She works Wednesdays and makes most of our calls to arrange client review appointments. Jenny has a wealth of experience in administration and serving clients. When Jen isn’t with us she enjoys living on the south coast at Goolwa.

    Previous
    Next