Bell Financial Group Limited (Bell Financial) is an Australia-based company, which provides stockbroking, investment and financial advisory services to private, institutional and corporate clients. The Company operates through two segments: Retail and Wholesale. The Company's Retail segment includes equities, futures, foreign exchange, corporate fee income, portfolio administration services, margin lending and deposits. The Company's Wholesale segment includes equities and corporate fee income. The Company's wholesale division includes the Sydney, London and Hong Kong Institutional desks, and its Melbourne and Sydney equity capital market (ECM) desks. The Company has offices in Australia, London and Hong Kong. Bell Financial has a holding in Third Party Platform Pty Ltd (Bell Direct). Bell Direct offers online share trading through a trading platform and Website. The Company's subsidiaries include Bell Potter Financial Planning Limited and Bell Potter Capital Limited.

Finance

Bell Financial Group Ltd

Alastair Provan

Cindy-Jane Lee

Graham Cubbin

Andrew Bell

Brian Wilson Ao

Christine Feldmanis

The Finance and Compliance team at Bell Financial Group Ltd ensures the integrity and regulatory adherence of the company's financial operations. This team is responsible for overseeing financial reporting, managing corporate finance activities, and maintaining compliance with legal and regulatory standards across all segments. They work collaboratively to mitigate risks and uphold the firm's reputation while supporting strategic initiatives in investment and advisory services.

Finance and Compliance

The Investment Management team at Bell Financial Group Ltd focuses on developing and executing investment strategies for a diverse range of clients, including private investors and institutions. They leverage market insights to manage portfolios, execute trades, and offer tailored financial advice in various asset classes, including equities, futures, and foreign exchange. The team collaborates closely with other divisions to optimize client outcomes and enhance the overall investment experience.

Investment Management

The Leadership Team at Bell Financial Group Ltd is responsible for setting the strategic direction and overseeing the operational efficiency of the company's diverse financial services. This team ensures effective communication across all segments, drives innovation in investment and trading platforms, and fosters growth in both retail and wholesale markets. By leveraging their expertise, they aim to enhance client satisfaction and strengthen the company's position in the competitive financial landscape.

Bell Financial Group Ltd

Org chart

Board & advisors

Teams

Finance and Compliance

Investment Management

Leadership Team

Offices

Bell Financial Group Ltd

Org chart

Board & advisors

Teams

Finance and Compliance

Investment Management

Leadership Team

Offices

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