Arnie Selvarajah

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 their investments.

Bell Potter Private Wealth addresses the evolving needs of its advisers, approximately 300,000 clients, and $92.1 billion in funds under advice, by expanding access to a full suite of investment opportunities across asset classes, reducing administrative burden and providing consolidated portfolio insights.

The platform forms part of a major digital transformation for the business, which includes an uplift to its client portal and a mobile app launching at the end of the month and positions Bell Potter for the intergenerational wealth transfer estimated at $5.4 trillion over the next decade.

It comes at a time where Australians are increasingly interested in investment solutions beyond Australian equities, as one in five investors hold alternative investments, such as private equity, real estate, and infrastructure in their portfolios and a further 85% of high networth investors are likely to invest in alternatives over the next 12 months^[1].

Arnie Selvarajah, Co-CEO of Bell Financial Group, said, the launch marks a strategic step in Bell Potter’s evolution.

“Bell Potter has evolved beyond a traditional stockbroker to support advisers and investors across the full wealth cycle and across generations. As investor needs become more sophisticated, our approach is centred on providing the tools, access and advice required to meet those needs over the long-term; from wealth building, to wealth preservation and wealth transfer.”

“Managing a complete investment portfolio has traditionally meant navigating multiple platforms, multiple statements, and unecessary complexity that shouldn’t fall on the client.  Bell Potter Private Wealth changes that. Clients can access direct equities, private credit, private equity, unlisted funds, and high-profile capital raise opportunities in one place, supported by their trusted adviser and a much bigger toolkit. Our new website and mobile app puts clients in the driver’s seat when it comes to visibility over their wealth. This is what modern wealth management looks like,” said Mr Selvarajah.

Kate Ingwersen, Group Head of Product at Bell Financial Group said the platform simplifies portfolio management and  improves transparency:

“Investors today are often managing multiple accounts, asset classes and investment registries, which can make it harder to see the full picture and increases administrative burden. We created Bell Potter Private Wealth to centralise this capability, making it easier for clients and their advisers to understand holistic portfolio performance, manage administration and access broader opportunities across markets. This gives investors peace of mind and flexbility as their circumstances evolve.”

The platform features a digital client portal that provides a live view of portfolio values, access to transaction history, and Bell Potter’s latest investment research. It also streamlines performance and tax reporting, bringing investment expertise, portfolio management, and reporting together in one place.

The service is designed to support a wide range of client structures, including individuals, family offices, trusts, companies, SMSFs and not for profit organisations. By consolidating investments across these structures, it provides a more holistic view of wealth at both an individual and household level.

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Notes:
[1]  Wealth in transition: an analysis of the Australian stockbroking industry by Praemium in partnership with SIAA and CoreData 20 May, 2026

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Tandem Capital allows advisers and clients to access margin lending services with support from a dedicated account manager while maintaining any trading arrangements with their existing or preferred stock broker. It also provides both advisers and clients visibility over their margin lending arrangements via a dedicated portal.

According to CEIC data provided by the RBA, the total value of margin loans increased to approximately $16.8 billion in December 2025, up from just over $15 billion in September 2025.

Bell Potter Capital Managing Director Chris Fox said, “Borrowing funds to increase your investing capacity can be a powerful wealth creation tool. Gearing to buy equities can provide greater flexibility, liquidity and diversification. The proposed Federal Budget changes to taxation means more investors may turn to margin lending as an increasingly attractive investment strategy.

“Bell Financial Group has worked with advisers for over 50 years, so we understand the need for flexibility and efficiency. We designed Tandem Capital to make it easy for advisers to extend their services offering to clients, and add value to their clients without disrupting their existing relationships with their preferred stockbroker.

 “The launch of Tandem Capital strengthens our Platforms division, which has been growing consistently for the past decade, to service a distinct market need. Alongside Tandem Securities and Tandem Clearing, it allows us to provide Australia’s leading financial services firms with end-to-end or bespoke solutions designed to complement and enhance their value proposition to clients,” said Mr Fox.

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James Trude joins as Bell Potter Securities NSW Manager, effective December 8, and Scott Healy joined in November as Queensland Manager.

The pair will be responsible for strengthening client relationships and overseeing growth in their respective markets. A primary focus will be implementing the stated transformation of Bell Potter’s retail business into a more holistic wealth management service.

Commenting on the appointments, Bell Potter Securities Managing Director, Retail Dean Surkitt said: “With more than 50 years of combined experience, James and Scott are excellent additions to our NSW and Queensland retail advice teams. Their depth of expertise in managing high-net-worth and family-office clients will be of considerable value to our adviser network and our clients. Their appointment further supports the expansion of our capabilities across a wider range of investment and advice services.”

Bell Financial Group has 300 private client advisers across 11 offices nationally and over 300,000 clients with $87.3 billion in client funds under advice as at 30 June 2025.

Earlier this year, the company announced a strategic partnership entered with Praemium to broaden advice capabilities beyond equities to a wider range of asset classes.

Prior to joining Bell Financial Group, Mr Trude was a Private Wealth Executive at Westpac Private Bank, managing ultra-high-net-worth (UHNW) and family-office clients. He has held senior roles across equities and investment firms, and has led wealth teams within boutique and ASX-listed organisations. His work has centred on enhancing adviser capability, strengthening portfolio construction discipline and driving multi-asset advice adoption.

Mr Healy has held roles at various private wealth firms over his 30-year career, providing portfolio management, investment advice, intergenerational wealth transfer advice, and risk management to UHNW and family office clients. Throughout his career he has assisted firms with strategic growth, expanding asset class capability and mentoring the next generation of advisers.

Their appointment follows the addition of Will Riggall in November as Bell Financial Group’s inaugural Chief Investment Officer to lead investment strategy and philosophy across asset classes and continue to develop investment solutions for clients.

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This appointment is an important milestone in the company’s expansion into a more holistic full-service wealth manager, and complements the announcement made earlier this year of the strategic partnership entered with Praemium to broaden advice capabilities to a wider range of asset classes. 

Mr Riggall will lead Bell Financial Group’s investment strategy and philosophy across asset classes and will continue to develop investment solutions for its clients.

He brings more than 22 years of investment experience to Bell Financial Group, having occupied the role of Chief Investment Officer and Portfolio Manager within leading funds management and advice groups with a breadth of expertise across multiple asset classes.

Bell Financial Group Co-Chief Executive Officer Arnie Selvarajah said: “Will’s extensive experience overseeing portfolio construction and management across multiple asset classes will be of significant benefit to our private wealth clients as we move towards more holistic porfolio advice.

“The creation of this role is another important piece in our strategy to provide investment advice and services to a broad range of Australian investors. As a diversified wealth management business, it reflects our desire to become the wealth manager of choice for Australians seeking trusted advice that supports them at every stage of their investment lifecycle.”

Commenting on the new role, Mr Riggall said: “I’m excited to join Bells at such an important moment in its long and rich history. The firm’s unique combination of flexible advice models, proprietary technology and breadth of investment choice means we can offer holistic and flexible wealth solutions to our clients.”

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Rob Jahrling

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 was Head of Capital Markets and Head of Equity Syndicate.

Bell Financial Group Head of Corporate Finance James Unger said Rob’s extensive experience and deep industry contacts would be an asset to Bell Potter’s corporate clients.

‘With over 20 years of capital markets experience across Asia Pacific, Rob is known for exceptional strategic insight that clients value,’ Mr Unger said.

‘His proven ability to originate transactions and negotiate complex deals, along with his established corporate and investor relationships, make him a valuable addition to the team as we continue to expand our corporate advisory offering at Bell Potter.’

Bell Potter’s corporate finance team is ranked among Australia’s top equity capital markets facilitators, according to LSEG’s league tables.

The team has executed over 100 transactions and raised over $2 billion in capital for its clients in the last 18 months (through to end of June).

Commenting on the appointment, Mr Jahrling said, ‘I’m excited to work with the team at Bell Potter and believe it’s an exceptional platform from which to add value to clients as they grow their businesses.’

Mr Jahrling has held senior roles at Citigroup since 2010. Prior to that, he held roles at Deutsche Bank in Hong Kong and Credit Suisse in Sydney.

He is a former Olympic rower, winning silver at the 2000 Olympic Games.

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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 its Bell Direct and Desktop Broker brands.

The transition of accounts from Macquarie Online Trading is expected to be completed after 22 February 2025.

Bell Financial Group Co-CEO Arnie Selvarajah said: “Since 2014, Macquarie Online Trading has used our technology platform to provide share trading services under its own brand. This new agreement builds on our long-term partnership and is a testament to the quality of Bell’s online share trading technology and services. It strengthens our position in the market and will provide further opportunities to grow our Technology and Platforms business.”

The transition is expected to be earnings accretive in FY 2025.

Olivia McArdle, Head of Payments and Deposits for Macquarie’s Banking and Financial Services group said: “We’ve enjoyed a longstanding relationship with Bell Financial Group over the last decade. We’re pleased that customers will continue to access the benefits of our powerful and secure Macquarie Cash Management Account via the Bell Direct and Desktop Broker trading platform. Macquarie Cash Management Accounts and any other accounts customers have with Macquarie won’t change, and they can continue to view and access their accounts by logging into Macquarie Online or the Macquarie Mobile Banking app.”

Bell Financial Group’s third party clearing arrangement with Macquarie will remain unchanged.

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He joins from Pengana Capital Markets where he was Managing Director.

Bell Financial Group Head of Corporate Finance James Unger said Mr Schofield brought a wealth of experience to the role and would be an asset to Bell Potter’s corporate clients.

‘Phil has over 30 years of capital markets and advisory experience and sound judgement,’ Mr Unger said.

‘His deep expertise in structuring successful deals, combined with his extensive network, make him an excellent addition to our team as we continue to grow and strengthen our corporate advisory capability.’

Bell Potter’s corporate finance team is among Australia’s top four equity capital markets facilitators, according to LSEG’s league tables^[1].

The team has executed 70 transactions and raised $1.227 billion in capital for businesses this year (through to end of September).

Commenting on the appointment, Mr Schofield said, ‘I’m looking forward to working with our clients as they navigate strategic growth opportunities and capital raising initiatives.’

Mr Schofield’s previous roles have included Director at McIntosh Securities, Managing Director and Co-Head of Equity Sales at Citibank/Salomon Smith Barney/County NatWest, Executive Director and Head of Global Sales at Goldman Sachs Australia, Executive Director and Head of Equities at Patersons Securities, and Executive Director at Canaccord Genuity.

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Notes:
[1]  LSEG’s First Nine Months 2024 ECM review

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Kate Ingwersen

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 diversified financial services and wealth management business.

Ms. Ingwersen will be responsible for product innovation across Bell Financial Group’s flagship companies, Bell Potter Securities Ltd, Bell Potter Capital Ltd, and Third Party Platform Pty Ltd. 

Working closely with the leadership team, Ms. Ingwersen will drive the Group’s products and services strategy for retail investors (self-directed and advised) through to corporate and institutional clients, ensuring the Group continues to anticipate and adapt to customer-driven investing trends and broader macro themes. 

Bell Financial Group Co-Chief Executive Officer Arnie Selvarajah said the appointment was integral to the Group’s strategy to grow by investing in proprietary broking technology and a range of complementary wealth management products and services.

‘Sitting under the Bell Financial Group umbrella are three strong businesses that are diversified across client segments, geography and revenue and are well-positioned for growth,’ Mr Selvarajah said.

‘As Group Head of Product, Kate will be responsible for unifying our product and services strategy across the Group to capitalise on the strengths of each of our underlying businesses, and to broaden the products and services we offer in an innovative manner to assist in achieving our clients’ financial objectives.

‘This builds on our strategy to diversify our well-established broking and capital markets businesses into broader wealth management and financial services, and to capitalise on initiatives such as the recently launched Tandem Securities brand, our integrated suite of trading, clearing and investment services for wholesale and institutional clients.

‘We’re confident that Kate, with her deep product strategy experience across multiple disciplines and industry verticals, is well credentialed to play a key role in assisting us to drive growth.’ 

Kate brings over two decades of expertise in financial services to the role, having previously held senior positions across wealth management and banking, most recently with Challenger Group Limited and, prior to that, with the Commonwealth Bank.

Commenting on her new role, Ms. Ingwersen said she was excited to assist with developing a long-term product strategy to support Bell Financial Group’s growth.

‘This is an important time for Bell Financial Group as we see the intergenerational wealth transfer start to gather momentum,’ Ms. Ingwersen said.

‘Across the entire financial services industry, this substantial transfer of assets and wealth will have significant implications for investors of all types. As a technology-led and diversified financial services and wealth management business, Bell Financial Group is well positioned for the opportunity this transition represents.’

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Craig will focus on expanding the Group’s footprint in the intermediary and broking segments of the market, leveraging the Group’s broad range of products, services and technology solutions including equities execution and clearing, margin lending, structured loan products, portfolio administration services, personal superannuation solutions and third-party clearing services.

Craig joins from NAB Private Wealth where he worked for more than 13 years, most recently as Regional Director North, Private Wealth Solutions, and prior to that as the Head of Distribution at NAB Self Directed Wealth and National Sales Manager. Prior to NAB, Craig held senior sales positions at both Leveraged Equities and Ord Minnett.

Craig said, “I am excited to join Bell Financial Group and I look forward to the opportunity to play a leading role assisting the Group to achieve its growth aspirations. I am passionate about building business solutions focused on helping clients successfully meet their financial objectives.”

Bell Financial Group’s Co-CEO, Arnie Selvarajah said, “We are excited to have Craig join Bell Financial Group in the newly created position of Group Head of Sales. We believe as an organisation we are very well positioned to expand our footprint in the intermediary and broking segments of the market. Craig’s deep understanding and sales experience in financial services will greatly assist with this process.”

Craig commenced his new role with the Group on Monday 20 November.

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Grady Wulff

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 in-depth market insights and analysis to identify trading and investment opportunities for Bell Direct’s clients.

Prior to joining Bell Direct, Ms Wulff was a presenter at Grafa Finance where she developed detailed research skills and knowledge of financial markets. Previously, Ms Wulff held roles at Channel 7, Fox Sports, GWN7 News and the WAFL. She also has a Graduate Diploma in Broadcasting from Edith Cowan University, and a Bachelor of Commerce majoring in Marketing and Advertising at the Curtin University of Technology.

Arnie Selvarajah, CEO of Bell Direct, said: “Grady’s appointment reinforces our leading offering for clients and comes at an exciting time for Bell Direct, which this week was named winner of Finder’s Share Trading Customer Satisfaction Awards 2022.”

Tim Sparks, Head of Distribution and Marketing said Ms Wulff’s combination of skills and experience positions her perfectly for the role and will add exceptional value for clients.

“We’re excited to welcome Grady to Bell Direct as our Market Analyst. Grady’s experience in broadcasting as well as in finance is a great addition to the team. We look forward to sharing her market insights with our clients soon,” Mr Sparks concluded.

Ms Wulff commences in the role on 9 August 2022.

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