One licence is on record for Bell Potter. One has been checked against an official register.
Back to Bell PotterWikilix check
One licence found on an official register
Last checked Oct 29, 2026
Counts of what is on record, not a rating. Each figure describes the register entries Wikilix holds and the checks it has run against them.
Bell Potter has one licence on record with Wikilix, issued by one authority across one jurisdiction. One of them was issued by a tier-1 or tier-2 authority — the regimes with the strictest capital, reporting and client-money rules. We located 1 of 1 on the issuing authority’s own register.
The registers print these licences under BELL POTTER SECURITIES LIMITED. Searching a register for the trading brand alone may return nothing — use the name above.
Every licence on record for Bell Potter, strongest authority first.
Each authority below publishes a register you can search. The name a register prints is often a separate legal entity, not the trading brand — search for the name given here.
ASIC's own rules for the firms it authorises.
Answered from the register entries on this page.
The company behind Bell Potter, Bell Potter Securities Limited (ACN 006 390 772), was incorporated on 22 March 1985, according to ASIC's companies register as checked on 29 October 2026. Its current ASIC licence, AFSL 243480, has been in effect since 10 March 2004, and ASIC's record of that licence also lists an earlier securities dealer licence, number 000013172.
Yes. The Bell Cash Account paid variable interest of 3.50% a year and the Bell Financial Trust at-call account 3.55% a year when Bell Potter last updated its rates on 30 September 2026, both accrued daily and paid monthly. Neither account has a minimum balance, and the Bell Cash Account has no establishment, monthly account keeping or withdrawal fees. Bell Potter may receive a commission of usually up to 0.25% a year on funds in the Bell Financial Trust.
Raise it first with your adviser or their State Manager, or write to the Complaints Officer at PO Box R234, Royal Exchange, Sydney NSW 1225 or compliancemailbox@bellpotter.com.au; the Complaints Officer can also be phoned on (02) 9255 8126 for help putting a complaint in writing. Bell Potter says it acknowledges complaints in writing within one business day or as soon as practicable and responds in writing within 30 calendar days. If you are not satisfied, you can take the complaint to the Australian Financial Complaints Authority (AFCA).
Withdrawals from the Bell Cash Account are arranged through your Bell Potter adviser and paid to a nominated Australian bank account in the same name as your trading account; international transfers are not supported. The Bell Cash Account charges no withdrawal fee. When you sell shares, the proceeds reach your linked bank account two business days after the sale under ASX settlement, and they cannot be withdrawn before the sale settles and any amounts you owe are paid.
You deposit by electronic transfer into your Bell Cash Account, using its assigned BSB and account number or a Biller Code and Reference Number. The Bell Financial Trust at-call account also accepts BPAY and direct credits such as salary or dividends, and purchases can be settled by direct debit from your cash management or bank account under a direct debit authority. Bell Potter states no deposit fee, but newly deposited funds may not be available to withdraw for 3 business days or until they clear.
Bell Potter publishes no leverage ratio for its trading accounts. Investors who want to borrow to invest can use Bell Potter Portfolio Lending, a margin loan from Bell Potter Capital with a typical loan-to-value ratio of 70% for major global companies and 75% for blue chip Australian securities. Margin calls apply and the loan is full recourse, so you remain liable for any shortfall.
Bell Potter lists no downloadable trading platform, mobile app or trading terminal. Orders are usually given to your adviser by phone, or in person or in writing, and are entered into the market by Bell Potter's advisers and trading staff. Clients follow their accounts in Bell Potter Client Access, a web portal with portfolio valuations, live quotes, research, ASX announcements, watchlists and monthly statements, while Bell Potter Capital runs a separate portal for its Bell Equity Lever and Bell Geared Equities Investment products.
You open an account through a Bell Potter adviser, by phone on 1300 023 557 or in a meeting. You choose either an execution-only service with no advice or personal advice, and either way open a share trading account, which Bell Potter suggests linking to a Bell Cash Account. Its FAQ says an account can be opened on the same day as the request, and an account application and identity verification are required.
Bell Potter is owned by Bell Financial Group Limited, which is listed on the ASX under the code BFG. The brand's operating company is Bell Potter Securities Limited, which issues its Financial Services Guide and trading terms and executes client trades. Other group companies have specific roles: Third Party Platform Pty Ltd clears and settles Bell Potter client trades, and Bell Potter Capital Limited issues the Bell Financial Trust and provides margin loans.
Bell Potter publishes no list of restricted countries. Its FAQ says an Australian resident over 18 or an international individual can open an account, as can a limited company, trust, superannuation fund or registered charity, and overseas applicants must provide proof of their overseas address and identity documents. Its website terms say the products on the site are meant for Australian residents and ask non-residents to contact Bell Potter after consulting a tax adviser, and the Bell Cash Account needs an Australian bank account and an Australian mobile number.
Bell Potter is reached by phone, through your own adviser or by its online enquiry form: the national number is 1300 023 557, each of its 15 offices in Australia, Hong Kong, London, New York and Auckland has a direct line, and the contact page offers an optional callback. There is no live chat. The published support email, support@bellpotter.com.au, is the website team's address for help registering for Client Access, and complaints go to compliancemailbox@bellpotter.com.au.
Bell Potter is a full-service stockbroker, so its core products are Australian and international shares, warrants and exchange traded options, with bank bills and fixed interest also covered by its brokerage schedule. Its Target Market Determinations also cover exchange traded futures and futures options, and its personal services include foreign exchange, margin lending and at-call cash accounts. Trades are usually placed by instructing a Bell Potter adviser rather than on a self-directed trading platform.
Yes, Bell Potter charges brokerage on every share, option and warrant trade. The rate is negotiated with your adviser, is usually a percentage of the trade value and is capped at 3% plus GST, with minimums excluding GST of $150 per local share or warrant trade, $80 per local exchange traded option trade, $55 for bank bills or fixed interest, and A$150 or 1% on US securities. On overseas trades Bell Potter may also earn a currency spread of 20 to 50 basis points when converting to Australian dollars, and an Account Keeping fee of $990 a year including GST may apply unless your adviser waives it.
Bell Potter publishes no minimum deposit. The Bell Cash Account, the cash account linked to share trading, has no minimum balance, and neither does the Bell Financial Trust at-call account. The main fixed cost is brokerage, with a minimum of $150 excluding GST on each local share trade.
Yes, Bell Potter Securities Limited is regulated: it holds Australian Financial Services Licence (AFSL) 243480 from the Australian Securities and Investments Commission (ASIC), and ASIC's register showed the licence as Current, in the company's name, when it was checked on 29 October 2026. The company has held the licence since 2004 and belongs to the Bell Financial Group, which is listed on the ASX. Client shareholdings are sponsored on CHESS, and cash in the Bell Cash Account is held on trust with ANZ, where the Australian Government's Financial Claims Scheme applies up to $250,000 per account holder per authorised deposit-taking institution. Those safeguards concern how client assets are held, not their value: no licence protects against investment losses.
