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Everything from Bell Financial Group

Bell Financial Group launches Bell Potter Private Wealth to support shifting client needs

From Bell Financial Group

Bell Financial Group Limited (ASX:BFG) has announced the launch of Bell Potter Private Wealth (BPPW), a comprehensive wealth management service providing advisers and clients greater visibility, control and flexibility across

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02 Jul 2026

Bell Financial Group launches Tandem Capital

From Bell Financial Group

Bell Financial Group Limited (ASX:BFG) has announced the launch of Tandem Capital providing financial services businesses, advisers and their clients access to a broad range of margin lending and investment

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21 May 2026

Bell Potter appoints two new state managers

From Bell Financial Group

Bell Financial Group Limited (ASX:BFG) has announced the appointment of two private wealth advisers as state managers for the Bell Potter retail advice business. James Trude joins as Bell Potter

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12 Dec 2025

Bell Financial Group announces inaugural Chief Investment Officer

From Bell Financial Group

Bell Financial Group Limited (ASX:BFG) has announced the appointment of Will Riggall as its inaugural Chief Investment Officer. This appointment is an important milestone in the company’s expansion into a

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07 Nov 2025

Bell Potter appoints Rob Jahrling to corporate finance team

From Bell Financial Group

Bell Financial Group Limited (ASX:BFG) has announced the appointment of Rob Jahrling as a Director in Bell Potter’s corporate finance team based in Sydney. He joins from Citigroup where he

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12 Aug 2025

Bell Financial Group to grow online share trading accounts following agreement with Macquarie Bank

From Bell Financial Group

Olivia McArdle Bell Financial Group Ltd (ASX:BFG) has announced that it has reached an agreement with Macquarie Bank which will see approximately 75,000 accounts transfer from Macquarie Online Trading to

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23 Jan 2025

Bell Financial Group appoints industry veteran to Bell Potter

From Bell Financial Group

Bell Financial Group Limited (ASX:BFG) has announced the appointment of Phil Schofield as a Director in Bell Potter’s corporate finance team based in Sydney. He joins from Pengana Capital Markets

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29 Nov 2024

Bell Financial Group expands leadership team with new role

From Bell Financial Group

Bell Financial Group Limited (ASX:BFG) has announced the appointment of Kate Ingwersen to the newly created role of Group Head of Product as part of its growth as a technology-led

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23 Jul 2024

Bell Financial Group looks to expand its client service solutions with new Group Head of Sales

From Bell Financial Group

ASX Listed Bell Financial Group (ASX:BFG) is pleased to announce the appointment of Craig Saunders to the newly created role of Group Head of Sales. Craig will focus on expanding

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22 Nov 2023

Bell Direct appoints Grady Wulff as Market Analyst

From Bell Financial Group

Bell Direct has announced the appointment of Grady Wulff as Market Analyst, enhancing the online broker’s award-winning offering for clients. Based in Sydney, Ms Wulff will be responsible for providing

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01 Aug 2022

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]