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Showing 1 - 10 of 65 results for "Bell Potter Securities"

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

ANDREW MCKEAN  |  FRIDAY, 16 AUG 2024
... deployment of AI initiatives. Meanwhile, it highlighted cost efficiencies from the completed migration of Bell Potter Securities clients to a third-party platform's clearing system, resulting in over $2 million in annual savings. Funds under advice grew ...

Challenger executive joins Bell FG

KARREN VERGARA  |  MONDAY, 22 JUL 2024
... Challenger this month, Kate Ingwersen is now responsible for Bell FG's product innovation across subsidiaries Bell Potter Securities, Bell Potter Capital, and Third Party Platform. Ingwersen will also drive the group's products and services strategy ...

Betashares promotes key sales execs

ELIZABETH FRY  |  FRIDAY, 21 JUN 2024
... day-to-day management of the adviser, broking, and wealth management channels. He joined eight years ago from Bell Potter Securities, where he advised on investment strategy, portfolio construction and asset selection for individual and superannuation ...

Bell Financial Group launches Tandem Securities

ANDREW MCKEAN  |  TUESDAY, 14 MAY 2024
... a strategic point of view, we have the scale of our internal brands being Bell Direct, Desktop Broker, Bell Potter Securities. Having a B2B offering alongside these allows us to leverage the scale we've built ourselves, plus the balance sheet of ...

Equip Super set to hire top chief experience officer

ELIZABETH FRY  |  FRIDAY, 8 MAR 2024
... last 10 years in superannuation. Previously, Harrison held senior leadership positions at VicSuper and Bell Potter Securities. "I'm so proud of my team's achievements during this time and grateful for the support of everyone at Equip, who made ...

Bell FG announces leadership shakeup

CHLOE WALKER  |  FRIDAY, 27 OCT 2023
... interest of major shareholder Bell Group Financial Holdings. Other subsidiary board appointments include Bell Potter Securities chair James Unger, and directors Rowan Fell and Lee Muco. For Bell Potter Capital, Davenport is the new chair while Muco and ...

AUSTRAC drops action after Bell FG audit

CASSANDRA BALDINI  |  FRIDAY, 30 JUN 2023
... audit of its financial crime law compliance. Last February, AUSTRAC ordered an external auditor assess Bell Potter Securities, Bell Potter Capital and Third Party Platform regarding the entities' compliance with anti-money laundering laws. At the ...

Banned adviser told to stay put

CHLOE WALKER  |  FRIDAY, 16 JUN 2023
... his conduct. Prior to Shaw and Partners, Ridgway spent close to 12 years as a senior client adviser at Bell Potter Securities.

Former Shaw and Partners adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 13 APR 2023
... had been an adviser for about 20 years. Prior to joining Shaw and Partners in October 2013, he was with Bell Potter Securities for close to 12 years. Ridgway can challenge the ban via the Administrative Appeals Tribunal.

GSFM names key account manager

CASSANDRA BALDINI  |  MONDAY, 12 SEP 2022
... was an institutional account manager at Ellerston Capital and has also worked in private client roles at Bell Potter Securities, and Patersons Securities. His career began at Morgan Stanley where he was an institutional equities trader. GSFM chief executive ...
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