Bell Potter Securities is a leading Australian stockbroking firm. We provide a full service offering to retail, corporate, and institutional clients. The business comprises Retail Equities; Institutional Equities; International Equities; Equity Capital Markets; Portfolio Administration and Super Solutions; and Research.

Bell Potter Securities has over 325 financial advisers who service more than 500,000 retail, wholesale and institutional accounts with funds under advice exceeding $35 billion.

With a sole focus on the delivery of quality advice and service, Bell Potter Securities differentiates itself through robust operating systems, effective compliance programs and market-leading technologies.

Revenue is generated through the purchase and sale of Australian and International listed equities and exchange traded options, capital raisings and underwriting fees, and recurring administration fees. In 2019, Bell Potter Securities generated $106 million in gross brokerage.

Leading Australian stockbroker
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325+ financial advisers
Funds under advice exceeding $35 billion

CORE BUSINESS UNITS

RETAIL EQUITIES

At the core of the Bell Potter Securities business is its team of over 325 financial advisers who provide advice and execution services for private clients across 13 offices in Australia. Bell Potter Securities’ advisers aim to deliver the best possible result for their clients through quality advice and service. Advisers have access to in-depth research and a full range of services and products including: portfolio lending, cash accounts, portfolio administration and personal superannuation.

INSTITUTIONAL EQUITIES

Bell Potter Securities has a highly experienced and skilled team of institutional specialists who provide client-focused advice, trade execution and quality research for institutional and corporate clients seeking access to Australian Equity Markets. The team operates across various Australian offices and in our New York, London and Hong Kong offices to provide a global distribution platform for domestic and international institutional investors.

INTERNATIONAL EQUITIES

Bell Potter Securities has a market leading platform for Australian retail clients to access global markets in an efficient and cost effective way. Developed alongside strategic partner Citi, our fully integrated and automated international equities platform provides direct market access to all major global share markets, with multi-currency, settlement and reporting functions.

EQUITY CAPITAL MARKETS

Bell Potter Securities is the Equity Capital Markets (ECM) leader in the Australian equities small and mid-cap sector. We have an established reputation for providing high-quality advice in relation to placements, market sell-downs and block trades, equity capital raisings, IPOs, corporate advice and structuring, share price advice and valuation, and mergers and acquisition advice and execution. In 2019, the ECM team generated $83.0 million gross corporate revenue and completed 120 transactions.

PAS & SUPER SOLUTIONS

Portfolio Administration Service (PAS) is a comprehensive wealth administration service for private clients that incorporates investment administration and tax reporting, for a wide range of direct and indirect asset classes. Super Solutions is Bell Potter Securities’ premium superannuation and retirement solution which allows private clients to establish self-managed superannuation funds. Revenue is generated from recurring administration fees. PAS and Super Solutions have funds under advice totalling $4.0 billion and generated revenue approaching $19 million in 2019.

RESEARCH

The Bell Potter Securities team of analysts provides broad, relevant and insightful research for both institutional and retail investors. One of the largest-resourced research commitments by an Australian broking firm, our coverage includes Australia’s top ASX listed companies and an array of smaller, mid-cap and emerging companies. Our in-house research offering is complimented by Citi Australia and Morningstar’s highly ranked global research platforms.

THE LEADERSHIP TEAM

Team Member

Colin Bell

Bell Potter Securities Director

Colin Bell founded Bell Commodities in 1970 after working with the International Bank for Reconstruction and Development in Washington DC and has responsibility for business development. Colin is a Director of Bell Potter Securities Ltd, Bell Potter Capital Ltd and Third Party Platform Pty Ltd.
Team Member

Alastair Provan

Executive Chairman

Alastair Provan is the Executive Chairman of Bell Financial Group and is responsible for the day to day management of all businesses within the Group. Alastair joined Bell Commodities in 1983 and held a number of dealing and management roles prior to becoming Managing Director of the Group in 1989. Alastair was appointed Executive Chairman in 2019. Alastair is the Executive Chairman of Bell Potter Securities Ltd and Bell Potter Capital Ltd, and a Director of Third Party Platform Pty Ltd.
Team Member

Andrew Bell

Bell Potter Securities Director

Andrew Bell joined Bell Potter alongside his brother Colin Bell in 1978 and helped build the Group. Throughout this time, Andrew has and continues to be actively involved in developing the sales and distribution activities of the business and servicing retail and corporate clients of the firm. Andrew is a Director of Bell Potter Securities Ltd and Bell Potter Capital Ltd. He holds a Bachelor of Commerce and Masters of Business Administration from the University of Melbourne.
Team Member

Lewis Bell

Bell Potter Securities Director

Lewis Bell is Head of Compliance at Bell Potter Securities. He joined Bell Financial Group in 1980 after working in management positions with Australian industrial companies, Kiwi International Limited and Phillip Morris Limited. Lewis is a Director of Bell Potter Securities Ltd and Bell Potter Capital Ltd. He graduated from the University of Melbourne with a Bachelor of Laws and Masters of Business.
Team Member

Dean Surkitt

Bell Potter Securities Director & Managing Director of Retail Equities

Dean Surkitt is Managing Director of Retail at Bell Potter Securities Ltd, with full responsibility for the retail broking operations. Dean joined Bell Potter Securities in 2010 and has a long history in the broking industry, having previously been a director at Prudential Securities Australia, and Managing Director of Citigroup Smith Barney in Australia. He has predominantly worked in the retail marketplace, running and managing large scale retail operations at Prudential, Citigroup and with Bell Potter Securities. Dean is a Director of Bell Potter Securities Ltd.
Team Member

Dean Davenport

Group COO & CFO

Dean Davenport is the Chief Financial Officer and Chief Operating Officer for the Group and has held these positions for over 20 years. Dean is a qualified Chartered Accountant with over 30 years’ financial services experience. He previously worked at KPMG Melbourne for five years. Dean is a Director of Bell Potter Securities Ltd and Bell Potter Capital Ltd. He holds a Bachelor of Business (Accounting) from Swinburne University.
Team Member

James Unger

Bell Potter Securities Director & Head of Corporate Finance

James Unger joined Bell Potter Securities as Head of Corporate Finance following Bell Financial Group’s acquisition of Southern Cross Equities in 2008. At Southern Cross, James was a partner and Head of Corporate, with a focus on building the firm’s institutional corporate business. Previously, he was a Director of Equity Sales and Trading at Citigroup for 11 years and serviced clients across London and Asia. He also worked at NatWest Markets in London for five years in an institutional sales role. James is a Director of Bell Potter Securities Ltd. He holds a Bachelor of Commerce from the University of Western Australia.
Team Member

James Gordon

Head of Australian Institutional Broking

James Gordon is Head of Australian Institutional Broking at Bell Potter Securities. James joined Bell Potter Securities in 2011 and has worked in the stockbroking industry for over 20 years in Australia, UK and Italy, including stints with Royal Bank of Scotland and BNP Paribas. James has extensive experience in the distribution of corporate deals specialising in stocks outside the ASX50. James and his team have a market leading position in institutional distribution and access to Tier 1 Australian institutions.
Team Member

Peter Quinton

Head of Research Services

Peter Quinton is Head of Research Services and joined Bell Potter Securities in 2000. He has over 40 years of experience in stockbroking, encompassing a number of senior management positons centered on writing and marketing reports on investment strategy and asset allocation. Previously, Peter was Head of Research at Colonial Stockbroking and Director/Chief Investment Strategist at ABN AMRO.
Team Member

TS Lim

Head of Research

TS Lim is Head of Research at Bell Potter Securities. TS joined Bell Potter Securities in 2005 and has over 33 years’ experience in financial services including treasury functions in the NZ forestry sector as well as strategy development and M&A in the Commonwealth Bank of Australia.