Andrew Harris CFP®
About Me
Andrew commenced in the Financial Planning Industry in August 1995 and has been an Authorised Representative of Charter Financial Planning 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. 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 advice they provide. Minerds Bell has recently been recognised by the Financial Planning Association of Australia as a FPA Professional Practice, 2016 Winner Gerald Lippman Perpetual Trophy National Award, 2015 Winner Charter Financial Planning SA “State Adviser of the Year”, 2014 Winner Charter Financial Planning SA/NT “Value of Advice Award”, 2011 Winner FPA CFP™ Best Practice Award South Australia Chapter2010 Finalist in the Financial Planning Association of Australia (FPA) "Value of Advice Award ” Retirement planning & management category. 2010 Finalist in the AXA Financial Advice Networks "State Value Of Advice Award", 2009 Inaugural Winner of the AXA Financial Advice Networks "State Value Of Advice Award", 2009 Winner of the AXA Financial Advice Networks "State Adviser of the Year
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 30 Years
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Licensed By Charter Financial Planning Limited