Why have you been upgraded to Bell Direct Advantage?
You meet at least one of the following criteria:
$5,000
Annual Brokerage
$500,000
Margin Loan Balance
$5,000,000
in CHESS holdings with a received signed sophisticated investor form
Give yourself a competitive advantage
As an Advantage client you’ll receive:
Dedicated relationship managers
Access to Bell Potter IPOs
Mobile app with order capability
Exclusive Bell Potter research
Automated TFN &
dividend payment capability
Secure individual HINs
Your Dedicated Relationship Managers
We understand what is important to you to give you an advantage through personalised support and trading tools to assist with your investment needs.
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.
Lewis joined Bell Direct Advantage in 2020. Prior to joining BDA, he spent 15 years at CommSec as a Relationship Manager and Designated Trading Representative in Cash and Derivatives. During this period he was responsible for managing Equity Capital Markets transactions, Active Traders and Sophisticated Investors at CommSec One. Lewis holds a Bachelor of Computer Science from University of NSW and RG146 qualifications to provide general advice including Margin Lending.
Mimi joined Bell Direct Advantage in 2021. Prior to joining BDA, she spent 14 years at CommSec as a Relationship Manager and Designated Trading Representative in Cash and Derivatives. During this period she was responsible for onboarding and retention of active Traders and Sophisticated Investors at CommSec One. Mimi holds a Bachelor of Business from University of Technology Sydney and has 20 years’ experience in the finance industry including RG146 qualifications to provide general advice including Margin Lending.
Exclusive access to IPOs
As an Advantage client, you now have access to Initial Public Offerings (IPOs) via the Bell Potter Equity Capital Markets team.
In 2021, we successfully executed 101 transactions, raising in excess of $2.6 billion in new equity capital.
Advantage clients can also register to be classified as a sophisticated investor (criteria set under the Corporations Act 2001) to gain access to placements and other offerings which are limited to wholesale clients.
To register as a Sophisticated Investor, please fill out the application form here. Once completed, send through to [email protected].
FAQs
If you have more detailed questions please call us on 1300 040 802.
What is Bell Direct Advantage?
Bell Direct Advantage was created to service our most valuable clients through an experienced relationship management team. Opportunities include access to the latest research & trading tools (including a dynamic trading platform where you can trade across various exchanges).
Why have I become a Bell Direct Advantage client?
You’ve become a Bell Direct Advantage client because you met one of the following eligibility criteria over the last 12-month period:
- Annual brokerage spend of AUD $5,000 or more, OR
- Margin loan balance of AUD $500,000, OR
- CHESS holdings of AUS $5,000,000 or more, with a received signed sophisticated investor form.
Please note, if you trade with multiple accounts under the same Client ID, your eligibility for Bell Direct Advantage was determined by the combined amount across all accounts.
How long am I a Bell Direct Advantage client for?
You have been invited to join Bell Direct Advantage based on the current eligibility criteria. This criteria may be subject to change in the future, therefore we may transition you back to Bell Direct at our own discretion.
What extra benefits do I get as a Bell Direct Advantage client?
Dedicated relationship team
You now have access to our team of dedicated relationship managers who will get to know what is most important to you when trading. Our team will personalise your trading support to best help you manage your orders.
And they’re guaranteed to be there for you whenever you need them.
Exclusive access to IPOs
Bell Direct Advantage clients have access to Initial Public Offering (IPO) via the Bell Potter Equity Capital Markets team. Advantage clients also have the ability to register to be classified as a sophisticated investor (criteria set under the Corporations Act 2001) to gain access to Placements and other offerings which is limited to wholesale clients.
For the full list of benefits, please contact the team on 1300 040 802.
Have my brokerage fees increased now that I'm a Bell Direct Advantage client?
No, your brokerage fees haven’t increased. To review Bell Direct’s standard brokerage fees, click here.
Get in touch today
Postal address
GPO Box 1630 SYDNEY NSW 2001
