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. 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. OUR BROCHURE click to download
Andrew Bell CFP, Adv Dip FP
Director & Financial Adviser
Career highlights include over 25 years financial planning experience with roles at Australian Unity, AXA, Norwich Union, Private Accounting Firms, and most recently with ANZ Financial Planning.
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.
My qualifications include CERTIFIED FINANCIAL PLANNER (*highest designation recognised worldwide), Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning). Successfully completed the FASEA industry exam (*all licensed Financial Advisers must pass to be allowed to provide professional advice to retail clients).
Away from work, I have a loving partner and we have two gorgeous girls who keep us busy. Personally I enjoy most sports (not participating these days), 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 is so important in life.
My qualifications include CERTIFIED FINANCIAL PLANNER (*highest designation recognised worldwide), Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning). Successfully completed the FASEA industry exam (*all licensed Financial Advisers must pass to be allowed to provide professional advice to retail clients).
Away from work, I have a loving partner and we have two gorgeous girls who keep us busy. Personally I enjoy most sports (not participating these days), 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 is so important in life.
Angie Porrello
Practice Manager
My background includes over 20 years in Office and Administration roles with various corporations, including Vodafone Australia, CPA Australia and Australian Psychological Society.
My role at yourwealthplanner as Practice Manager overseas all operational aspects, workflows, client engagement and delivery of our Advice promises. Outside of work I keep very busy with my family and enjoy travelling.
My role at yourwealthplanner as Practice Manager overseas all operational aspects, workflows, client engagement and 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.