BELL FINANCIAL - Key Persons
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. Andrew was appointed to the Bell Financial Board as a Non-Executive Director in 2023.
Job Titles:
- Co - Chief Executive Officer
- Co - Chief Executive Officer of Bell Financial Group
Arnie Selvarajah is the Co-Chief Executive Officer of Bell Financial Group. He was previously Chief Executive Officer of Third Party Platform Pty Ltd including its associated businesses Bell Direct, Desktop Broker and Bell Potter Online from 2008 to 2023. Arnie has more than 25 years' experience in financial services. In his time at Third Party Platform, he has driven growth through a focus on technology and customer service. Arnie is the Chairman of Third Party Platform Pty Ltd and is a Director of Bell Potter Securities Ltd. He holds a Bachelor of Commerce and Masters of Business Administration from the University of New South Wales.
Job Titles:
- Group Head of Compliance
- Head of Compliance for the Bell Financial Group
Brendan Goff is Head of Compliance for the Bell Financial Group. Brendan joined the Group in 2015 after working in management positions at UBS Wealth Management, SFG Australia Limited, Westpac and ING Australia. Brendan graduated from Macquarie University with a Bachelor of Economics, holds a Diploma of Financial Planning from RMIT University and a Diploma of Teaching (Mathematics) from the University of Sydney.
Chris Savage has over 25 years' experience as a research analyst and has covered various sectors including technology, telecommunications, media, engineering & construction and mining services. Chris is the Head of Research at Bell Potter and helps oversee a team of around 20 analysts. Prior to Bell Potter he worked at Goldman Sachs, LINWAR and BNP Equities. Chris started on the buy-side with Credit Suisse Asset Management in 1994 but made the switch to the sell-side in 1996.
Job Titles:
- Non - Executive Director
- Non - Executive Director / Dean Davenport / Co - Chief Executive Officer
Christine was appointed to the Board on 21 February 2020 and is a Non-Executive Director. She has more than 30 years of experience in the financial arena, with both government and private sectors. Christine has extensive experience in investment management, finance, accounting and risk management, legal and regulatory compliance, governance and business building in both the listed and unlisted financial products markets. She is currently a Non-Executive Director and Chair of the Audit and Risk Committees of Omni Bridgeway Ltd (formerly IMF Bentham Ltd), Rabobank Australia Ltd, FIIG Securities Ltd, Utilities of Australia Pty Ltd and Hunter Water Corporation, and is Chair of Bell Asset Management Ltd. Christine formerly held senior executive and C suite positions with firms including Deloitte, Elders Finance, Bankers Trust, NSW TCorp and Treasury Group Limited. Christine holds a Bachelor of Commerce and a Masters of Applied Finance. She is a Fellow of the Australian Institute of Company Directors, Trustee Fellow of the Association of Superannuation Funds of Australia, Senior Fellow of the Financial Services Institute of Australasia and a Certified Practising Accountant.
Cindy-Jane Lee - Chief Legal Officer, Secretary
Job Titles:
- Company Secretary
- General Counsel
- Group General Counsel
- Group General Counsel and Company Secretary of Bell Financial Group
Cindy-Jane Lee is the Group General Counsel and Company Secretary of Bell Financial Group and joined the Group in 2013. Cindy previously held the position of Regional Legal Counsel, South Asia with Mercer and she has over 20 years' experience in corporate and financial services law working in law firms and multinational companies in Australia, London and Singapore. Cindy holds a Bachelor of Economics and a Bachelor of Laws from Monash University.
Job Titles:
- Group Head of Sales for Bell Financial Group
Craig Saunders is the Group Head of Sales for Bell Financial Group. Craig has over 30 years' experience in financial markets, principally on the product development and sales sides of various businesses. Craig has worked at Ord Minnett, Leveraged Equities, Adelaide Bank, and most recently at NAB Private Wealth. Craig's focus over his career so far has been leading teams that deliver quality financial solutions to private client investors, directly, and via Advisers.
Job Titles:
- Co - Chief Executive Officer
- Co - Chief Executive Officer of Bell Financial Group
- Non - Executive Director / Dean Davenport / Co - Chief Executive Officer
Dean Davenport is the Co-Chief Executive Officer of Bell Financial Group. Mr Davenport was previously Chief Financial Officer and Chief Operating Officer for the Group and 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 Chairman of Bell Potter Capital Ltd and a Director of Bell Potter Securities Ltd. He holds a Bachelor of Business (Accounting) from Swinburne University.
Job Titles:
- Head of Corporate Finance of Bell Potter Securities Ltd / Dean Surkitt / Managing Director of Retail of Bell Potter Securities Ltd
- Managing Director of Retail
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, Bell Potter Capital Ltd and Third Party Platform Pty Ltd.
Grant Brasher is Head of Distribution. He has more than 30 years' experience in Financial Services including 11 years at Macquarie as Head of Distribution and 18 years as a Business Development Manager and Regional Director of Sales for NSW/ QLD. Grant is RG146 Accredited.
Job Titles:
- 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.
Job Titles:
- Head of Corporate Finance of Bell Potter Securities Ltd / Dean Surkitt / Managing Director of Retail of Bell Potter Securities Ltd
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 the Chairman of Bell Potter Securities Ltd. He holds a Bachelor of Commerce from the University of Western Australia.
Joe has over 20 years of IT experience across a variety of industries including energy, finance, IT, media, telecommunications and logistics. He joined BFG from a fintech lender Nimble where he was Chief Digital and Innovation Officer (CDIO) responsible for strategy, delivery, engineering and DevOps. Prior to that Joe was consulting to Energy Australia where he defined their digital, data and analytics strategies. He has also held senior roles at Latitude Financial Services and Sportsbet. Joe is responsible for a team of around 90 IT and development specialists within Australia and offshore.
Job Titles:
- Chief Executive Officer of Third Party Platform Pty Ltd
Lee Muco is the Chief Executive Officer of Third Party Platform Pty Ltd including its associated businesses Bell Direct, Desktop Broker and Bell Potter Online. Lee has over 20 years' experience in the delivery of market leading trading and investing solutions. He held several senior positions with Sanford Securities and was a Director and General Manager of Australian Investment Exchange Ltd, providing white labelled trading and investing solutions to several large Australian banks and a wide range of financial intermediaries including brokers and IFA groups. Lee is a Director of Third Party Platform Pty Ltd, Bell Potter Capital Ltd and Bell Potter Securities Ltd.
Lewis Bell - Chief Compliance Officer
Job Titles:
- Director
- Head of Compliance
Lewis Bell is a director 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, Bachelor of Laws, and from the Wharton School of Finance and Commerce, Master of Business Administration.
Job Titles:
- Non - Executive Director
- Non - Executive Director of Bell Financial Group
Mr Alastair Provan is a Non-Executive Director of Bell Financial Group. He was Executive Chairman from 15 August 2019 to 1 November 2023. Mr Provan joined Bell Commodities in 1983 and held a number of dealing and management roles prior to becoming Managing Director from 1989 to 2019.
Job Titles:
- Independent Chairman of Bell Financial Group
Mr Brian Wilson is Independent Chairman of Bell Financial Group. He is also a member of the Group Risk and Audit Committee. Mr Wilson was appointed to the Board in October 2009 and became Independent Chairman in November 2023. He is a Senior Advisor to The Carlyle Group and Chairman of the UTS Foundation. Mr Wilson is the former Chairman of Australia's Foreign Investment Review Board, a former Chancellor of University of Technology Sydney and a former member of the Payments System Board of the Reserve Bank of Australia. He was a member of the Commonwealth Government Review of Australia's Superannuation System and a member of the ATO Superannuation Reform Steering Committee. Mr Wilson retired in 2009 as a Managing Director of the global investment bank Lazard, after co-founding the firm in Australia in 2004 and prior to that was a Vice-Chairman of Citigroup Australia and its predecessor companies.
Mr Craig Coleman is an Independent Director. He is also a member of the Group Risk and Audit Committee. Mr Coleman was appointed to the Board in July 2007. Mr Coleman is Executive Chairman of private and public equities fund manager, Viburnum Funds Pty Ltd. Previously, he was Managing Director and a Non-Executive Director of Home Building Society Limited. Prior to joining Home Building Society, Mr Coleman held a number of senior executive positions and directorships with ANZ, including Managing Director - Banking Products, Managing Director - Wealth Management and Non-Executive Director of Etrade Australia Limited.
Mr Graham Cubbin is an Independent Director. He is also Chairman of the Group Risk and Audit Committee. Mr Cubbin was appointed to the Board in September 2007. Mr Cubbin was a senior executive with Consolidated Press Holdings Limited (CPH) from 1990 until September 2005, including Chief Financial Officer for 13 years. Prior to joining CPH, he held senior finance positions with a number of major companies including Capita Financial Group and Ford Motor Company. Mr Cubbin has over 20 years' experience as a Director and Audit Committee member of public companies in Australia and the US. He is a Non-Executive Director of Teys Australia Pty 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 Ltd. He holds an Honours in Pure Mathematics from the Australian National University.
Job Titles:
- Head of Bell Direct Advantage
Prior to establishing Bell Direct Advantage in Oct 2020, Ryan spent 21 years as an Executive Manager Broking & Markets and Head of CommSec One. Ryan has extensive experience in share trading, financial markets and online trading platforms as a former Responsible Manager of the largest online share trading business in Australia. His proactive approach with in-depth knowledge of market dynamics provides the foundation to a long history of managing HNW investors and traders. Ryan is a member of the Stockbrokers and Investment Advisers Association with accreditation as a Designated Trading Representative.
Job Titles:
- Head of Distribution, Media and Marketing for Third Party Platform Pty Ltd
Tim Sparks is Head of Distribution, Media and Marketing for Third Party Platform Pty Ltd including its associated businesses Bell Direct, Desktop Broker and Bell Potter Online. Prior to joining Bell Direct in 2019, Tim was National Manager - Broking and Wealth Management at Vanguard Australia. Prior to that he managed the Australasian broking strategy for BlackRock's iShares and managed transaction syndication for the Commonwealth Bank of Australia's Equity Capital Markets Team. He holds an MBAE from the Australian Graduate School of Management, a Diploma in Financial Markets from the Securities Institute of Australia and an ADA Level 2 Accreditation through the Australian Stock Exchange.