Bell Potter Securities’ Perth office continues to grow with the appointment of two further key personnel.
Trish Allen has been appointed operations manager and Bruce Maloney (far right) as senior client adviser.
Ms Allen has worked in the finance and investment industry for the past 15 years.
Most recently, she was state manager of Challenger First Pacific, and prior to that was portfolio relations manager at Hartleys.
Mr Maloney was also with Challenger First Pacific, and prior to that, with Macquarie for three years.
He has been working in the financial markets for 25 years, including money markets and fixed interest, and for the past 15 years, has been based in Perth as an equity and investment adviser.
These two latest appointments follow that of Heather Zampatti, earlier this month, as head of wealth management, Australia.
Ms Zampatti, who also moved from Hartleys,
has more than 20 years’ experience as an advisor and decision-maker.
She presents lectures for the Australian Stock Exchange and Securities Institute of Australia, is chair of the Princess Margaret Hospital for Children Foundation, and a director of Osteoporosis Australia and the Palmerston Association.
Bell Potter state manager (WA) Andrew Coppin has just given orders for the redevelopment of the remaining space on the 37th floor of Exchange Plaza.
Mr Coppin said Bell Potter Perth would be needing this space as it was planning to appoint up to 10 more personnel by mid-year.
Bell Potter acquired Challenger First Pacific in January this year.
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