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Showing 1 - 10 of 91 results for %22Bell Potter Securities%22

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 ...

BetaShares grows team amid increased demand

JAMIE WILLIAMSON  |  THURSDAY, 14 JUL 2022
... within the business. O'Connor joined BetaShares in 2016 and was previously an associate adviser at Bell Potter Securities, while Pattison was previously director of sales at Legg Mason and held roles with Challenger and Macquarie. Also on the distribution ...

Equip makes key leadership appointments

CASSANDRA BALDINI  |  THURSDAY, 23 JUN 2022
... spending the last 10 in superannuation. Previously, Harrison held senior leadership positions at VicSuper and Bell Potter Securities. Equip chief executive Scott Cameron said he is thrilled to have Harrison join the executive team on a permanent basis. ...

Kate Howitt to leave Fidelity

CASSANDRA BALDINI  |  FRIDAY, 3 JUN 2022
... at Three Pillars Portfolio Managers, Sydney, and has experience as an equity analyst for DVA Capital and Bell Potter Securities. Casey spent the first decade of his career in the Australian stock market and brings his current expertise of China and its ...

Bell Financial Group in AUSTRAC probe

JAMIE WILLIAMSON  |  THURSDAY, 17 FEB 2022
... assess compliance with financial crime laws. AUSTRAC has ordered that an external auditor be appointed to Bell Potter Securities, Bell Potter Capital and Third Party Platform to assess the three entities' compliance with anti-money laundering laws. ...
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