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Showing 1 - 10 of 314 results for %22Bell Direct%22

Bell Financial Group welcomes group head of sales

CASSANDRA BALDINI  |  MONDAY, 20 NOV 2023
Bell Financial Group (Bell FG) appointed Craig Saunders to the newly created group head of sales role, effective immediately. According to Bell FG, Saunders will focus on expanding the group's footprint in the intermediary and broking segments of ...

Sterling Income Trust executives charged

CHLOE WALKER  |  MONDAY, 6 NOV 2023
... the collapsed property investment and management group's schemes. Sterling Group founder Raymond Jones and associate Simon Bell have each been charged with 11 counts of aiding and abetting Sterling Corporate Services to engage in dishonest conduct related ...

Regal Partners nabs Charlie Aitken

ELIZABETH FRY  |  FRIDAY, 3 NOV 2023
... confirmed that high-profile stockbroker Charlie Aitken is joining its sales team as investment director. Aitken joins from Bell Financial where he returned a year ago after his former fund management business - Aitken Investment Management - was sold ...

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 ...

Perpetual hires new distribution lead

ELIZABETH FRY  |  FRIDAY, 13 OCT 2023
... and is specifically focused on the growth of our broker channel. "Tom brings sales and industry experience having been at Bell Potter, Ord Minnett and APRIL Solutions," said a Perpetual spokesperson. With over a decade of corporate experience working ...

ReCALIbrate grant winners announced

CHLOE WALKER  |  MONDAY, 9 OCT 2023
... financial adviser Kristen Genter, Platinum Financial Planning director Asha Burrows, Skye Wealth financial adviser Azaria Bell, Fox & Hare Financial Advice financial planner Trish Gregory, and Adele Martin - Money Mentor director and senior financial ...

Super gender balance gap increases

KARREN VERGARA  |  FRIDAY, 9 JUN 2023
The superannuation gender balance gap has slightly worsened, fresh Australian Taxation Office (ATO) figures reveal, as it crawls toward 21%. During the 2021 financial year men's super balance held $189,892, while women had 21% less on average at $150,922. ...

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.

Hostplus hands Bell Asset Management $500m mandate

ANDREW MCKEAN  |  MONDAY, 31 OCT 2022
Hostplus has awarded Bell Asset Management a $500 million global small and mid-cap equity mandate. Hostplus chief executive David Elia said: "Bell's strong long-term performance record, the quality of the team and a disciplined investment approach ...

Challenger appoints chief financial officer

CASSANDRA BALDINI  |  MONDAY, 31 OCT 2022
Challenger has named Alex Bell its new chief financial officer following Rachel Grimes' decision to step away from executive positions. Bell will commence the role in December and brings over 22 years of financial services experience across Australia ...
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