About – Minerds Bell Consultancy Group

Who we are

Based in Adelaide, Minerds Bell has been providing tailored financial planning solutions to South Australians since 1975. Minerds Bell has since evolved into a highly professional and award winning boutique financial planning practice, catering to the financial planning needs of all clients.

Your initial consultation with us takes approximately 2 hours. This allows us to get to know you and gain an understanding of your personal financial goals. As an introductory offer we will fix this at a 1 hour charge being $300.

We value our existing clients and referral network partners – if you are referred to us from within the Minerds Bell family then there will be no charge for your initial consultation.

We are a fee for service practice and our fees are based on the complexity of work involved in providing you with the best advice for your situation. When you engage us, we will explain upfront exactly what services we will provide and what they will cost, acting only when we have your written approval.

Our philosophy is to build ongoing relationships with you based on trust, respect and professionalism. We are committed to providing service well after your financial plan has been implemented. Through regular financial planning reviews, we will ensure that you are kept informed of any changed in legislation or investment strategies that are relevant to your situation and of course we are always available to you personally should your financial situation, needs or objectives change.


Minerds Bell Team

Andrew Harris

CFP®, Dip.FP

Practice Principal & Authorised Representative


Adv. Dip. FP

Authorised Representative


CFP®, Dip. FP

Authorised Representative & Accredited Aged Care Specialist™

Adrian Loader

CFP® , Dip. FP, Dip. Fin. Mkts.

Authorised Representative


B.Bus.(Intl Fin. Bus & Trade), Dip. FS (FP)

Authorised Representative & Accredited Mortgage Consultant


Financial Planner


Adviser Assistant


B.Econ.(Acc.), Dip. FP, Dip. Mngt., CPA®

Practice Manager


B.Econ., Dip FS (FP)

Advice Team Assistant

Erin Cunningham

CFP®, , Dip. FP, SMSF Accredited

Senior Paraplanner

Tao Finlay

Adviser Assistant

Estelle Beeche

Adviser Assistant

Rose Worden

Administration Support Officer

Helen Wall

Adviser Assistant


Joanne (JO) Roberts

Adviser Assistant


2019 Member of the Charter Financial Planning Leader group

2018 Winner of the Charter Financial Planning “National Practice of the Year”

2016 Winner of the Charter Financial Planning Gerald Lippman National Perpetual Trophy

2015 Winner of the Charter Financial Planning “State Adviser of the Year”

2014 & 2009 Winner of the Charter Financial Planning “State Value of Advice” Award

2011 Winner FPA SA Chapter “CFP Best Practice Award”

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