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.

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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.

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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.

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Adrian Loader

CFP®, Dip. FP, Dip. Fin. Mkts.
Authorised Representative

Adrian joined us in June 2017 from Silverstream Financial Solutions, which he ran successfully as a
Practice Principal and Proprietor for over 20 years. Adrian’s career in the financial services industry
began in 1994. Adrian is a CERTIFIED FINANCIAL PLANNER™ as designated by the Financial Planning
Association. Adrian specialises in retirement planning and has extensive knowledge of investment
markets, Centrelink and tax planning.

Away from work, Adrian is kept busy watching sport, following investment markets and enjoys
taking time out to test his boating and fishing skills.

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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.

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JIM HERMAN

Financial Planner

Jim Herman has worked in Financial Services since 1989, and has been a Financial Planner since 2002 and has been successfully delivering tailored, practical and smart solutions that get results. He enjoys both the personal and technical aspects of working with clients and seeing them achieve their goals.

Jim is skilled in advising on both retirement planning and helping clients accumulate wealth to allow them to focus on achieving their goals in their personal and professional lives. After successfully operating SuperInsure for a number of years, he is now merging his business with Minerds Bell to benefit from their business support.

During his spare time, you can find Jim fishing or playing golf.

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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.

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KIM DORSHORST

DIP FS (FP) GRAD CERT FIN. PLANNING
Senior Paraplanner

Kim joined Minerds Bell Consultancy Group as a Paraplanner in April 2018. She has worked within the Finance industry for 24 years, with over 10 of those years as a Paraplanner. Kim holds a Diploma of Financial Planning and a Graduate Certificate of Financial Planning. Outside of work, Kim is a sports trainer for the Strathalbyn Football Club. She also enjoys spending time with her husband and 2 kids and outdoor walks.

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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.

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GEORGE BULLEN

DIP FP (FS)
Advice Team Assistant

George joined the Minerds Bell team in October 2017. He is the first point of contact for the
business. He has completed a Bachelor of Economics Degree and a Diploma of Financial Planning. In
his spare time, he really enjoys running and going to the movies.

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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.

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Tao Finlay

Adviser Assistant

Tao joined Minerds Bell in May of 2019. Tao has worked in the finance industry since 2014,
commencing in Premium Lending. She began her career in Financial Planning in 2016 and has
worked in various roles throughout the industry. Her drive and passion lies in dealing with clients
and providing the best possible service.

Outside of work you will find Tao enjoying a coffee at Brighton beach, socialising with friends and
family or enjoying the wine regions of South Australia.

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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.

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Rose Worden

Administration Support Officer

Rose joined the Minerds Bell team in August 2019 to provide important administrative support and
reception relief. Fairly new to the workforce, Rose has come to us from the retail sector where
customer service is paramount. Rose is really keen to build a career in financial services.

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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.

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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.

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