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Become a Client

Becoming a client is easy.

Call Us

The simplest thing to do is to call our toll free number on 133 788. Our receptionist will put you through to one of our highly qualified advisers located in an office near you.

Our advisers can tell you more about Bell Potter’s services and discuss with you your investment style, experience and expectations.  If you decide Bell Potter is the right match for you, your adviser can guide you from there.

Send us a message

Alternatively, fill in a quick form and an appropriate adviser will contact you to explain more of the benefits and services you will receive as a Bell Potter client.

Apply here

You may have already opened an account with Bell Potter and need to open another account. Or you may wish to apply first and be allocated an adviser later. If so, all the forms are available here.
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Key documents

Privacy Policy (70KB)
Financial Services Guide (79KB)

Learn more

ASX - Getting started in the sharemaket (768KB)

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Call us on 133 788 or contact us