Bella Siemsen

People enjoy interaction with others, and being in a communication rich role such as client service means you get to interact with client’s on a daily basis – making this a very rewarding career for those who I enjoy talking to, helping and providing service. “Somewhere along the way, we must learn that there is nothing greater than doing something for others” Martin Luther King.

Bella Siemsen

“Somewhere along the way, we must learn that there is nothing greater than doing something for others” Martin Luther King.

Working closely with your Adviser, Bella is primarily responsible for performing the tasks that comprise the implementation and ongoing administration of clients’ financial strategies. These tasks include the implementations of new investments, maintaining accurate data and records, producing correspondence and reports and providing non-advice related client service.

The main focus of her role is to provide quality service and maximise client retention and referral.Outside of work: Bella is never one to stay still. She loves outdoor adventures with her children. If she’s not doing that she’s camping, fishing or cooking for her family!

Latest Updates by P3FP

A Little More About Bella

 

First job: Waitress at The Coffee Club

 What I spent my first paycheck on: Perfume

 

Bella’s Favourites

Colour: Blue

Food: Mum’s Filipino Cooking

Movies: Django

Comedy movie: Identity thief

TV shows: Schitt’s Creek

Singer: Rhianna

Song: anything

Animal: Dog

Actor: Clint Eastwood

Actress: Melissa McCarthy

If I could be a superhero: Storm

First professional sports event:  Broncos VS Sharks – July 2021

We've helped hundreds of Australians achieve financial success.

Robert Trewin; Aged 74
"Have been a P3 Financial Planning client for over ten years and would recommend their service's to any one looking to set up a well managed fund for retirement. The staff listen to your requirements and provided you with options to achieve your set short and long term goals."
Raymond and Marie Kinne
“We've been clients of Jim Penner for 20 plus years, and have been incredibly looked after over that entire time. We know we can get Jim and his team whenever we need them. With our retirement plans, the outcomes we have had have always exceeded our expectations. There has been many occasions where we've travelled with other friends and they've been constantly stressed about money the entire trip. Our experience has been the exact opposite. We have enjoyed the peace of mind that P3 has given us.”
Michael and Rebecca Hall; Aged 40, and 38
"Jon, once again thank you so much for your assistance, my wife and I feel incredibly relieved and so much better knowing we are on track for a reasonable retirement and taking care of our girls, well done!"
Denise; Aged 79
"Have been with Jim Penner from 2003 when he first started the business. We have been very happy and the company has proven to be very professional and personalised."
Matthew Harm
"Bella was fantastic. Information requested was quick and painless."
Shannon; Aged 35-45
“Blaine has given me advice in areas including Loan Products, Self Managed Super Funds, and Managing Debt. Blaine was always able to explain things to me in a clear way. Through Blaine’s knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Blaine’s full care and attention when I needed it.”
Deborah; Aged 56-65
“Maria has given me advice and assistance with my Superannuation, complex Pension issues, Share advice and also Aged Care advice for a Cousin in my care. Maria has always been able to answer my questions in terms I can understand and to seek to clarify any other matters which may arise. She has always provided caring attention to my specific situation and I would not hesitate to recommend her to family and friends, totally confident in her abilities and caring nature.”
Terence; Aged 65+
“Maria has given me advice regarding the appropriateness of my investments. I rely on her advice to ensure that I will get the optimum pension from my pension fund. She also ensures that I have enough liquidity in my fund to pay expenses and my monthly pension. I appreciate that she has arranged my investments so I am safe as possible for my age.”
Nicole
“The team at P3FP are highly professional, personable and skilled. The advice they offer is both practical and valuable for clients across all age groups and income levels. P3FP is a locally owned and operated business who puts their clients first.”
Andy Fechner
“Jim has always had our best interests foremost, has listened to our concerns and formed a personal relationship with us. Great to have seen the development of P3Financial Planning from the very start. Very dependable, fulfils his promises.”
Previous slide
Next slide