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Bell Potter Capital is a margin lending and at-call investment business that was established in 2006.

The only non-bank margin lender in the market, the Bell Potter Capital team conservatively manages an approximately $550 million loan book and $300 million at-call investment book through its operation of the Bell Financial Trust. Bell Potter Capital has a 30% average LVR across the loan book and there have been no bad debts in the company’s history.

Bell Potter Capital recently acquired two structured loan products (Equity Lever and Geared Equity Investment), growing the loan book, increasing direct sales access to financial advisers and providing new products for stockbroking clients.

Bell Potter Capital generates revenue from net interest income and recurring fee income. Annual revenue has grown to $12.9 million.

Only non-bank margin lender in the market
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Conservatively managed approx. $550m loan book and $300m at-call investment book
No bad debts in the company’s history


Team Member

Rowan Fell

Chief Executive Officer of Bell Potter Capital Ltd

Rowan Fell is the Chief Executive Officer of Bell Potter Capital Ltd and has worked in stockbroking since 1983 in a range of senior roles across research, quantitative analysis, technology, product development and margin lending. Rowan was previously a partner at Goldman Sachs JBWere where among other things, he established their margin lending business. He joined Bell Potter Securities as Director of Investment Services in 2005 and in 2006 established Bell Potter Capital, our margin lending and cash management business. Rowan is a Director of Bell Potter Capital Ltd, Bell Potter Securities Ltd and Third Party Platform Pty Ltd. He holds an Honours in Pure Mathematics from the Australian National University.