Bell Potter Securities | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Company Directory for Bell Potter Securities

Bell Potter Securities

Overview

Bell Potter Securities is a prominent Australian stockbroking, investment, and financial advisory firm based in Melbourne, Victoria. Established in 1928, it is part of the Bell Financial Group and has a strong reputation for providing comprehensive financial services to retail, corporate, and institutional clients.

The firm offers a wide range of services, including retail and institutional equities, equity capital markets, portfolio administration, and superannuation solutions. Its retail division features over 310 financial advisers who provide personalized advice and execution services. Recognized as a leader in the small and mid-cap equity capital markets, the company completes numerous transactions and offers tailored solutions while providing extensive research coverage of both domestic and international markets.

Basic Information

Industry Financial services
Founded 2001
Revenue 111M
Headquarters 104 Little Collins St, Melbourne, Victoria, 3000, Australia
Languages English
Parent Organization Bell Financial Group (ASX:BFG)

Contact Details

Key Focus Areas & Initiatives

  • Fixed income
  • Stockbroking
  • Superannuation
  • Portfolio administration service
  • Futures
  • Portfolio lending
  • Foreign exchange
  • Corporate advisory
  • Wealth administration
  • Client services
  • Compliance
  • Risk management
  • Trading platforms
  • Self-managed super funds
  • Client portal
  • Diagnostics sector
  • Research coverage
  • Client reporting
  • Retirement planning
  • Investment advice
  • ASX-listed companies
  • Medical devices sector
  • Securities and commodity contracts intermediation and brokerage
  • Financial planning
  • Tax reporting
  • Client access
  • Brokerage revenue
  • Investment management
  • Private clients
  • Biotech sector
  • Consulting
  • Market research
  • B2C
  • Capital market solutions
  • Adviser notes
  • Customer service
  • Superannuation funds
  • Asset classes
  • Institutional investors
  • Equity capital markets
  • Client relationships
  • Mergers and acquisitions
  • Risk assessment
  • Funds under advice
  • Global markets
  • B2B
  • Market insights
  • Software sector
  • Regulatory compliance
  • Investment solutions
  • IPO services
  • Global resource expertise
  • Portfolio administration
  • Australian financial market
  • Retail
  • Industry conferences
  • Capital markets
  • Market sell-downs
  • Financial services
  • Market events
  • Asset management
  • International trading
  • Financial advisory
  • Australian stockbroking
  • Mid-cap and emerging companies
  • Services
  • Industry events
  • Estate planning
  • Block trades
  • Capital raising
  • Investment banking and securities dealing
  • Wealth management
  • Research
  • Investment products
  • Investment advisory
  • Equities
  • Technical financial advice
  • Cash management
  • Institutional services
  • Corporate advice
  • Research services
  • mFunds
  • Derivatives
  • Listed managed funds
  • ETFs
  • LICs
  • International investments
  • Capital raisings
  • Customized financial solutions
  • Wealth preservation
  • Personal investment advice
  • Execution services
  • Asset allocation strategies
  • SMSFs
  • Investment opportunities
  • Debt management
  • Performance reporting
  • Client relationship management
  • Foreign currency exchange
  • Comprehensive research
  • Investment tracking
  • Client access portal
  • Financial market analysis
  • Pricing models
  • Portfolio diversification
  • Financial strategies
  • Online trading
  • Healthcare
  • Finance
  • Mergers & acquisitions
  • Financial consulting
  • Management consulting
  • Law practice
  • Legal services
  • Health care
  • Health, wellness & fitness
  • Hospital & health care

Technologies Used

  • Apache
  • DNS Made Easy
  • Google Analytics
  • Google Tag Manager
  • Gravity Forms
  • Mailchimp Mandrill
  • Microsoft Office 365
  • Mobile Friendly
  • OpenSSL
  • Outlook
  • Remote
  • Sendgrid
  • Typekit
  • WordPress.org
  • reCAPTCHA

Affiliated Organizations & Regional Branches

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