always do what you feel most comfortable to do
about
We are a Private Wealth and Financial Advice business licensed as a Corporate Authorised Representative (No. 1281644) with Lifespan Financial Planning Pty Ltd (AFSL No. 229892).
Financial Planning at yourwealthplanner is simple and affordable. We provide a personalised service in a simple format that allows our clients to make empowered decisions about their financial future and well being.
We provide our Services on a FEE FOR SERVICE basis, we have no financial interest, any interest whatsoever, receive no payments, no commissions or recieve any benefits from any Super, Retirement or Investment product we recommend to our clients. OUR BROCHURE click to download
Financial Planning at yourwealthplanner is simple and affordable. We provide a personalised service in a simple format that allows our clients to make empowered decisions about their financial future and well being.
We provide our Services on a FEE FOR SERVICE basis, we have no financial interest, any interest whatsoever, receive no payments, no commissions or recieve any benefits from any Super, Retirement or Investment product we recommend to our clients. OUR BROCHURE click to download
Andrew Bell CFP, Adv Dip FP
director & financial adviser
My career includes over 25 years financial planning industry experience with roles with Australian Unity, AXA, Jacques Martin Hewitt, Norwich Union, Private Accounting Firms, and most recently with ANZ Financial Planning.
I commenced my career with a well establised and successful Financial Planning business located in Essendon VIC, where I was involved with all Operational and Advice aspects of this Financial Planning business.
My qualifications include being a CERTIFIED FINANCIAL PLANNER (*highest designation recognised worldwide) with the Financial Advice Association Australia, an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (FInancial Planning). I have successfully completed the FASEA industry exam (*all licensed Financial Advisers must pass this exam to be allowed to provide professional advice to retail clients). Currently I am also studying the Graduate Diploma in Financial Planning with KAPLAN.
Away from work, I have a loving partner and we have two gorgeous girls who fill us with joy. Our youngest is in primary school and our eldest is in secondary college. They are active kids enjoying keeping mum and dad busy.
Personally I enjoy most sports (not participating these days though), and I am actively involved with local sporting clubs assisting with operational aspects on a voluntary basis. You will find me quite down to earth, and I genuinely do care about those who we advise as planning for our financial future and well being is so important in life.
My qualifications include being a CERTIFIED FINANCIAL PLANNER (*highest designation recognised worldwide) with the Financial Advice Association Australia, an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (FInancial Planning). I have successfully completed the FASEA industry exam (*all licensed Financial Advisers must pass this exam to be allowed to provide professional advice to retail clients). Currently I am also studying the Graduate Diploma in Financial Planning with KAPLAN.
Away from work, I have a loving partner and we have two gorgeous girls who fill us with joy. Our youngest is in primary school and our eldest is in secondary college. They are active kids enjoying keeping mum and dad busy.
Personally I enjoy most sports (not participating these days though), and I am actively involved with local sporting clubs assisting with operational aspects on a voluntary basis. You will find me quite down to earth, and I genuinely do care about those who we advise as planning for our financial future and well being is so important in life.
Angie Porrello
office manager & adminstration
My background includes over 15 years in Office and Administration roles with various businesses, including Vodafone Australia, CPA Australia and Australian Psychological Society.
My role with yourwealthplanner focuses on all operational aspects of the business and I oversee the delivery of our Advice promises. Outside of work I keep very busy with my family and enjoy travelling.
My role with yourwealthplanner focuses on all operational aspects of the business and I oversee the delivery of our Advice promises. Outside of work I keep very busy with my family and enjoy travelling.
Lifespan Financial Planning Pty LTD
licensee & advice governance
LIFESPAN FINANCIAL PLANNING (AFSL No. 229892) remains one of Australia’s largest privately-owned adviser networks, with no ownership links whatsoever to any banks, fund managers, insurance providers or institutions.
Lifespan strives to partner with advisers and accountants to build successful businesses through the provision of quality tailored services and support, financial products and education that builds successful practices and enhances the overall experience of all involved. Lifespan has been delivering support and licensee services to advisers since 1994, and is the 3rd largest privately-owned AFSL and 9th largest overall in Australia.
Lifespan strives to partner with advisers and accountants to build successful businesses through the provision of quality tailored services and support, financial products and education that builds successful practices and enhances the overall experience of all involved. Lifespan has been delivering support and licensee services to advisers since 1994, and is the 3rd largest privately-owned AFSL and 9th largest overall in Australia.
Who can you TRUST
Not all Financial Advisers are the same. It is important not to assume that all financial advisers have the same experience, expertise, qualifications and background. At the end of the day though your own judgement (generally your stomach) will tell you if you can trust.
By looking for a financial adviser that is a CERTIFIED FINANCIAL PLANNER (CFP) and a Financial Advice Association Australia (FAAA) member you can have confidence they are highly qualified, experienced, are continously undergoing professional development and will do right by you. CFP is the highest recognised financial planning designation worldwide.
CFP members are distinguished from other financial advisers because they have a duty to put your interests first (work in your best interest), adhere to a strict Code of Professional Practice and Code of Ethics, complete Ongoing Professional Development Education each year to keep their knowledge and skills up to date, and are required to explain upfront and on a regular basis all fees and costs involved with your advice.
To help you make a decision whether you can trust yourwealthplanner, we are happy to allow you to contact any of our clients who will give you a straight and honest appraisal of our services and relationship focused services.
NOTE: our Success and Future is entirely based on your Satisfaction with Us.
By looking for a financial adviser that is a CERTIFIED FINANCIAL PLANNER (CFP) and a Financial Advice Association Australia (FAAA) member you can have confidence they are highly qualified, experienced, are continously undergoing professional development and will do right by you. CFP is the highest recognised financial planning designation worldwide.
CFP members are distinguished from other financial advisers because they have a duty to put your interests first (work in your best interest), adhere to a strict Code of Professional Practice and Code of Ethics, complete Ongoing Professional Development Education each year to keep their knowledge and skills up to date, and are required to explain upfront and on a regular basis all fees and costs involved with your advice.
To help you make a decision whether you can trust yourwealthplanner, we are happy to allow you to contact any of our clients who will give you a straight and honest appraisal of our services and relationship focused services.
NOTE: our Success and Future is entirely based on your Satisfaction with Us.