Bell Potter offers a range of stockbroking
services specifically tailored for financial planners and their
clients seeking access to Australian and International equity
Through our Intermediary Services you enlist an experienced
adviser who primarily offers Execution, Clearing and Settlement
services and who will work with you to help you provide your
clients with the highest level of service.
Our Service offering:
Drawing on our knowledge of a wide range of markets, we can
provide general advice and deal in Australian Equities,
International Equities, Exchange Trade Funds (ETFs), Listed
Investment Companies (LICs), and Fixed Income (including Hybrid and
Listed Debt securities).
Our service can be tailored to your specific
requirements and can vary from one client to another. Our team can
also work with you to present seminars in key areas to help educate
your clients about the stock market and update them on potential
Access to mFunds
As an mFund Foundation Member, Bell Potter can help your clients
buy, hold and sell units in unlisted managed funds through the
mFund Settlement Service. Click here for more information on mFunds.
Highly regarded research
Access to highly regarded research from Citi Group and Bell
Potter's team. This covers Australia's top ASX-listed companies as
well as small and mid-cap companies, exchange traded funds (ETFs)
and fixed income securities and share market strategy/economic
Access to corporate opportunities
Opportunities for participation in IPOs, placements and other
Fully integrated website
Comprehensive, user-friendly website, accessible to
Trades can be settled directly with a wide range of platforms.
Bell Potter can also CHESS sponsor clients who wish to hold direct
listed investments off-platform.
Click here to
find to an experienced adviser in your area.