Our Team
John Bellas
Principal Financial Planner
Experience
John has been authorised representative of Matrix Planning Solutions since 2020. John has been an advisor for over 20 years and he relishes the opportunity to assist people reach their goals and objectives.
Qualifications
John has a Bachelor of Commerce Degree from Griffith University, completed his Diploma of Financial Planning in 2001 and is a Certified Financial Planner (CFP).
John is a Practitioner Member of FPA and a Member of AFA.
Contact
Phone: 07 3396 4204
Mobile: 0412 050 352
Financial Services Guide (FSG): I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Matrix Planning Solutions. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.
Danh Nguyen
Financial Planner
Experience
Danh is an up and coming advisor in the financial planning industry. He is an authorised representative of Matrix Planning Solutions. Danh has a strong passion for helping clients build and protect their wealth.
Qualifications
Danh received his Bachelor of Economic (minor in Finance) from Queensland University of Technology (QUT) in 2013. In 2016 Danh extended his studies and completed a Diploma of Financial Services (Financial Planning) at the International Institute of Technology.
Danh is a Member of AFA.
Contact
Phone: 07 3396 4204
Mobile: 0431 551 171
Financial Services Guide (FSG): I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Matrix Planning Solutions. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.
Toni English
Administrative Assistant
Experience
I am Office Manager with John Bellas Financial Services Pty Ltd and besides attending to our clients, I assist our financial planners in the comprehensive research and analysis of funds and investments suited to your personal requirements.
Jeanne Thompson
Administrative Assistant
Experience
I am an Administrative Assistant with John Bellas Financial Services. I support our financial planners with the completion and lodgement of applications and other necessary paperwork. My focus is primarily on helping clients with general enquiries and offering any assistance they may require with their funds and investments.
Havva De Sylva
Administrative Assistant
Experience
I am an Administrative Assistant with John Bellas Financial Services. With approximately 7 years’ experience in the financial planning industry, my primary focus here at JBFS is to support our financial planners, predominantly being in the area of client reviews. Providing the practice support based around compliance is also a core component of my role.
Penny Bellas
Administrative Assistant
Experience
I am an Administrative Assistant with John Bellas Financial Services. I support our financial planners with research required for client reviews and I also provide assistance with the administrative staff as required.
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