__PRESENT
Developed exclusively for financial advisers, by a team that knows the business.
Backed by the resources and experience of Bell Direct and the Bell Financial Group
If you are ready to get started
Company Profile
- Bell Financial Group (“BFG”) is listed on the Australian Securities Exchange (“ASX”) and is the major shareholder of Desktop Broker and Bell Direct, the holder of AFS license No. 314341. BFG which owns 100% of Bell Potter Securities, provides sound backing and a long distinguished broking pedigree.
- Desktop Broker provides technological solutions to a wide range of financial intermediaries in the wholesale space.
- Over the past several years, Desktop Broker has added a wealth of online broking expertise within our management team which has proved invaluable and it is the experience gained from this team that sets us apart from the competition – not only from a technical perspective but second to none service levels.
- We have over 70 staff in four locations – Sydney, Melbourne, Perth and Malaysia.
Our Team
Lee Muco
CEO
Lee Muco is the Chief Executive Officer of Third Part Platform Pty Ltd. 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.
Craig Saunders
Group Head of Sales
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.
Christine Ip
Training & Implementation Manager
Christine has worked with several online and full service brokers over the last 11 years.
Ryan Davis
Sales & Key Account Manager
Ryan has the responsibility of building relationships with our key clients nationally. Ryan has over a decade of senior sales experience in various global markets. Contact Ryan at: [email protected]
Martyn Johnston
Head of Partnerships
Marty manages the wholesale and institutional partnerships across Third Party clearing, Institutional Direct Market Access, Plug and play trade execution, Margin Lending and Adviser trading. Marty has over 25 years experience in Stockbroking and Banking. Contact Marty at: [email protected]
Tina Lucey
Business Development Manager
Tina has the responsibility of building relationships with financial advisers across the Northern Region. She has extensive industry experience, having been an investment adviser herself and having held many roles in private wealth. Contact Tina at: [email protected]
Del Wanigasekera
Business Development Manager
Del joined the team in Melbourne as Business Development Manager covering the states of Victoria, Tasmania, Western Australia and South Australia. Del also has extensive experience most recently at Raven Corporate Management. Contact Del at: [email protected]
Powered by Bell Direct
Desktop Broker uses Bell Direct’s award-winning trading platform.
Year-on-year, Bell Direct has garnered awards and industry recognition and continues to be a market innovator.
Bell Direct was voted No. 1 for Highest Overall Client Satisfaction in 14 out of 15 Investment Trends Online Broking Report surveys. This includes:
- Customer service: Email and telephone customer service
- Important trading essentials: Reliability of website and tax reporting
- Research & insights: Research, trading ideas and strategies, stock recommendations
