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Showing 1 - 10 of 61 results for "Bell Direct"

Bell FG announces leadership shakeup

CHLOE WALKER  |  FRIDAY, 27 OCT 2023
... chair Alastair Provan retires. Selvarajah has been the chief executive of BFG group subsidiary, Third Party Platform (Bell Direct) since 2008 and brings more than 25 years' experience in stockbroking, technology, and the broader financial services ...

TIP Group to acquire advice firm

CASSANDRA BALDINI  |  TUESDAY, 7 MAR 2023
... deferred payments. Last June, TIP acquired boutique firm Burman Invest, which was set up by Julia Lee, formerly of Bell Direct. At the time, the group said it was focused on identifying businesses with a "sustainable" and "competitive" advantage.

Bell Direct appoints market analyst

CHLOE WALKER  |  FRIDAY, 29 JUL 2022
Former TV presenter Grady Wulff has been hired as Bell Direct's newest market analyst. Commencing August 9, Sydney-based Wulff will be responsible for providing market insights and analysis to identify trading and investment opportunities for Bell Direct ...

Julia Lee pops up at State Street

ELIZABETH FRY  |  FRIDAY, 8 JUL 2022
... 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 SPDR ETFs ...

ASX-listed manager acquires retail boutique

JAMIE WILLIAMSON  |  WEDNESDAY, 15 JUN 2022
... 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. This ...

AMG Super hires to distribution team

CHLOE WALKER  |  THURSDAY, 5 MAY 2022
... in Melbourne. In this role, he will oversee distribution in Victoria, South Australia and Tasmania. He joins from Bell Direct platform Desktop Broker. Prior to Bell Direct, Carr was distribution manager at Xplore Wealth and also served as head of distribution ...

Online investor numbers continue to climb: Investment Trends

CHLOE WALKER  |  THURSDAY, 3 MAR 2022
... function platforms, Superhero took out the top spot, with six of the 16 key service areas measured by Investment Trends. Bell Direct and CommSec round out the top three for overall satisfaction. Superhero also took out the title for value for money ...

New chief technology officer for Bell Financial Group

CHLOE WALKER  |  MONDAY, 29 NOV 2021
... aligning technology across the group, which includes Bell Potter, Bell Commodities, Bell FX, Bell Potter Capital, Bell Direct, Desktop Broker and Bell Potter Online. Tillig has over 20 years of IT experience across a variety of industries including energy ...

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
... providing settlement and clearing services to Bell Potter Securities since November 2020; it operates under the brands Bell Direct, Desktop Broker and Bell Potter Online. BFG completed its takeover of TPP in early 2019, paying about $36.9 million to ...
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