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Showing 11 - 20 of 194 results for %22Bell Financial Group%22

Julia Lee pops up at State Street

ELIZABETH FRY  |  FRIDAY, 8 JUL 2022
... and is the host of the shares edition of Your Money, Your Call. Before founding Burman, Lee was an equities strategist with Bell Direct for 11 years. Earlier in her career, she worked as head of fundamental analysis at the Hubb Financial Group. "Our ...

ASX-listed manager acquires retail boutique

JAMIE WILLIAMSON  |  WEDNESDAY, 15 JUN 2022
... Invest, the boutique founded by Julia Lee. Burman Invest was established in 2020 by Lee, who previously spent 11 years at Bell Direct. TIP Group has now acquired the equities boutique, adding greater capability to its existing funds management division. ...

Bell Financial Group in AUSTRAC probe

JAMIE WILLIAMSON  |  THURSDAY, 17 FEB 2022
... anti-money laundering laws. AUSTRAC said compliance concerns arose following a period of engagement with Bell Financial Group, including that the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (AML/DTF Act) and the Anti-Money Laundering ...

New chief technology officer for Bell Financial Group

CHLOE WALKER  |  MONDAY, 29 NOV 2021
Bell Financial Group (BFG) has announced the appointment of Joe Tillig to the newly created role of chief technology officer Tillig will focus on strategically aligning technology across the group, which includes Bell Potter, Bell Commodities, Bell ...

Saxo taps Bell Direct, IOOF talent

ELIZABETH MCARTHUR  |  MONDAY, 22 NOV 2021
Saxo Markets has made two senior appointments in its Australian team, hiring a high-profile broadcaster from Bell Direct and a national manager from IOOF. Jessica Amir has been appointed Saxo's Australian market strategist. She joins from Bell Direct ...

Macquarie Equities awards back-office mandate

KARREN VERGARA  |  TUESDAY, 26 OCT 2021
... a third-party clearing and settlements mandate to Third Party Platform. TPP, the subsidiary of ASX-listed Bell Financial Group, will begin servicing Macquarie Equities' private bank and wrap platform this month. TPP has been providing settlement ...

TPT Wealth builds out team

ANNABELLE DICKSON  |  MONDAY, 11 OCT 2021
... Management and was the inaugural chief executive of the Sydney Stock Exchange. Previously, he has also held senior roles at AMP, Bell Potter WA, Austock and Macquarie Bank. Meanwhile, McCallum was a financial adviser and director of Hobart-based firm ...

CSC pivots towards divestment

ELIZABETH MCARTHUR  |  WEDNESDAY, 17 MAR 2021
... first companies in Australia to adopt the transparent reporting standards advocated by the Taskforce on Climate-related Financial Disclosures which was set up by the Financial Stability Board internationally." CSC chair Patricia Cross also was clear ...

Celebrating women in financial services

STAFF WRITER  |  MONDAY, 8 MAR 2021
... involved, volunteering and supporting the next generation of young women entering the financial services industry. Azaria Bell, advice associate, Skye Wealth Q: Do you think you've faced any challenges in your career because of your gender? A: I've ...

NAB swallows up neobank

ELIZA BAVIN  |  FRIDAY, 29 JAN 2021
... in a $220m acquisition. Founded by Cuscal, a Sydney-based IT service management company, and led by chief executive Robert Bell, 86 400 launched the mobile-led digital bank and was granted an ADI licence in July 2019. Under the acquisition agreement ...