The Group has over 700 employees including over 310 advisers, operates across 11 offices in Australia and has offices in New York, London, Hong Kong, New Zealand and Kuala Lumpur, servicing over 354,000 clients with funds under advice exceeding $92.1 billion. The company operates through Technology & Platforms, Products & Services, and Broking segments and develops proprietary technology, platforms, products, and services for the Australian stockbroking market.
Cyborg Score Rationale
Bell Financial Group grew net profit 20% to $24.7 million, demonstrating operational momentum. The company has not had significant price volatility in the past 3 months compared to the Australian market, with weekly volatility of 4% stable over the past year, indicating a stable foundation. However, broker coverage remains limited with minimal analyst coverage noted.
Top Insights
Strong AUM growth trajectory with funds under advice of approximately $69 billion at recent quarter-end, up 8% demonstrating client retention and growth momentum
Improved profitability with FY profit after tax of $46.7 million and FY PBT of approximately $46 million, reflecting operational leverage
Diversified revenue streams across broking, technology platforms, and advisory services reducing dependency on single market segment
Global footprint with offices in key financial centers (New York, London, Hong Kong) positioning company for cross-border client services
Named Competitors
Full-service Stockbroking and Advisory — Large institutional competitor with diversified financial services