Financial Planners
Managing your clients' share trading and reporting so you get more time to do what you
do best – Advise.
Bell Potter Online understands that providing a full range of services to your clients and meeting their increasingly complex
financial needs is demanding.
That's why we manage the transaction and reporting side of share trading for your clients, with the simple aim of reducing
your workload and making your life easier.
We help advisers develop and grow the equities side of their business by offering:
- A superior online share trading application
- A dedicated team of experienced professionals to place orders and handle enquiries
- Competitive brokerage rates
- Extensive research library and investment support specifically for industry professionals
- High quality, cost effective web services for your client
To discuss your business model and how our services can be co-ordinated to deliver
the best value for you call 1800 33 00 88
and speak to Luke Cameron or Guy Jones.