Stockbroking

Personalised full service stockbroking with a focus on investment solutions to help you build and preserve your wealth.

We understand that no people are alike: everyone has unique financial needs and our purpose is to provide personalised advice that best address those needs.

Because we are a full service stockbroking firm, our clients can receive a comprehensive approach to their investments – rather than just stock selection or execution of orders.

We cultivate long-standing relationships with our clients through the provision of high quality, professional advice to private investors across all asset classes.

Our strength lies in being able to provide focused investment solutions which meet our client’s investment goals: to build and preserve their wealth.

KEY BENEFITS

Icon

Personal advice

A qualified Private Client Adviser works with you to understand your current and future needs and draws upon the expertise of our in-house specialists to provide personalised investment advice.

Icon

Execution and settlement

Fast, efficient execution, clearing and settlement services for listed securities on the Australian Securities Exchange (ASX) on behalf of clients.

Icon

Research

Highly rated research and market insights from experienced and qualified Analysts.

Icon

Corporate

Gain access to public equity offerings and other securities issues available through our corporate finance activities. Wholesale clients or sophisticated investors can also access placement issues handled by the firm.

Icon

Online Access

Bell Potter Client Access features comprehensive portfolio and market information, daily market commentary, high-quality research, ASX announcements and custom watchlists.

INVESTMENTS

Drawing on our knowledge of a wide range of markets, we can provide advice and deal in:

Australian shares

Access the Australian sharemarket with the experience, market insights and research capabilities of one of Australia’s leading full service stockbrokers. Our team of Advisers provide personal advice and tailored investment solutions that suit your financial and investment objectives.

International shares

Unlock investment opportunities across all major exchanges around the globe with the same ease and convenience as investing in Australian shares. Our international shares service delivers an efficient and cost effective way for you to access global share markets.

Fixed income

Fixed income products are an essential part of any well-diversified portfolio. We can help you choose the most appropriate option for your circumstances.

Listed Managed Funds

Gain efficient exposure to an actively managed and diversified portfolio of securities. Our team of specialists provide research coverage for both Australian and international exchange traded funds (ETFs) and listed investment companies (LICs) on a retail and wholesale basis.

Equity futures, options and warrants

Our derivative accredited Advisers can help you navigate the complex but potentially profitable world of futures and options.

IDEAS

ETF Report – Introducing Chi-X

| Equities, ETF, LIC & LITs | No Comments
Amid the economic uncertainty, onshore ETFs are becoming popular cost effective tools for navigating volatile markets. Net fund inflows were up tenfold month-on-month, with $1,126m circulating back into the space.

E&C August Newsletter

| Engineering & Construction, Equities | No Comments
In our latest monthly analysis of the Engineering & Construction (E&C) sector, a definitive reporting season summary has been completed, which includes a result analysis, and summary of important financial information, across the 19 companies included in our Bell Potter Engineering & Construction (BP E&C) Index.

End of Quarter Review – September 2020

| Equities | No Comments
The year 2020 continues to surprise — the pandemic, international border closures, halting of the world economy, a sharp global equity sell-off on the back of coronavirus fears followed by a quick recovery, and recently, record highs for the U.S. equity market.
MORE IDEAS

Becoming a client

Get in touch with a Bell Potter adviser. Find an office location or we can call you.

REQUEST A CALLBACK

Steps to opening an account with Bell Potter:

Contact

Once you’ve made contact with an Adviser, they can arrange to either meet with you or speak over the phone to take you through the steps to becoming a client.

Services

The Adviser will explain our services, fees and what you can expect from us when you open an account including the paperwork and ID required. You will be given a Financial Services Guide, which explains our service and fees.

Execution only or Advice

You’ll need to decide if you want an execution only service (no advice) or personal advice on your investments. Either way, you’ll need to open a share trading account preferably linked to a Bell Potter Cash Account.

Statements of Advice

Before you receive advice, you’ll need to provide information about your current financial situation, your investment objectives, investment style, experience and expectations. This information is used to help provide you with the appropriate level of service and advice.