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Showing 1 - 10 of 65 results for "Bell Direct"

Investment Trends names sales lead

KARREN VERGARA  |  FRIDAY, 11 OCT 2024
Investment Trends appointed a new head of sales for Australia who recently finished up at Bell Direct. Tim Sparks will lead Investment Trends' sales operations across Australia, having joined in September. He is the former head of distribution and ...

Bell Financial half-year profit soars 50%, revenue up

ANDREW MCKEAN  |  FRIDAY, 16 AUG 2024
... also noted that ongoing investment in proprietary technology saw the launch of trading on US equities markets in the Bell Direct business, progress in improving digital client onboarding, and early exploration and deployment of AI initiatives. Meanwhile ...

FTSE Russell hires client coverage lead

KARREN VERGARA  |  MONDAY, 12 AUG 2024
... Property Fund. TIP had $221 million in funds under management (FUM) at the end of 2023. Prior to Burman, Lee worked at Bell Direct as equities strategist for 11 years, and was the head media presenter, appearing on local and international outlets such ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... end-to-end platform that provides wholesale and institutional clients with trading, clearing, and investment services. Bell Direct chief executive Lee Muco told Financial Standard at the Stockbrokers and Investment Advisers Association (SIAA) Conference ...

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 ...
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