Bell Partners

We are pleased to inform you that Bell Partners has entered into a new investment services relationship with Evans and Partners in order to make available to our clients a wider range of investment services. Through this relationship with Evans and Partners, we will now be able to service all of the equity investment and trading advice requirements of our clients from our office. Evans and Partners is an independent advisory firm with 95 staff located in Sydney and Melbourne and a wide range of resources to meet your requirements. We believe that Evans and Partners shares our vision and beliefs regarding our clients and in particular the value that we place on our client relationships and on assisting our clients to meet their investment objectives. Commencing immediately, Mr Peter Jorgensen, an experienced Investment Adviser with Evans and Partners, will work with the Bell Partners team to provide our clients with advice on equity trading and investment. Peter has over 10 years experience in the industry working on the Sydney Futures Exchange as a Futures Trader, at UBS in the Private Wealth Management Division and now as a Partner and Investment Adviser at Evans and Partners. Peter will be working closely with us for all equity recommendations and to provide our clients with the benefit of his industry knowledge and experience. Bell Partners and Evans and Partners both embrace a return to the core values and philosophies that underpinned the success of Australia's iconic wealth management advisers. Our ethos of modern ideas, traditional service; of simplicity over complexity; and our strict client outcome focus together support our researched and considered advice. At a time when big banks, commercial and investment alike, have chosen to institutionalise clients with house products, we offer you an alternative uncompromising client service approach. Like Bell Partners, Evans and Partners recognizes that our clients are the key to the success of our business. Through our new relationship with Evans and Partners, our clients will have access to the following services to assist with their investment requirements: Direct share portfolios and advice in both domestic and international equities Direct fixed interest portfolios Access to floats and other capital raisings, where appropriate Cutting edge independent research from a stable of highly experienced analysts (average industry experience of 15 years) Newsletters, workshops and other information to assist clients in managing their share portfolios To learn more about the service please contact us. Alternatively, you may contact Peter Jorgenson of Evans and Partners to make an appointment for an obligation free meeting and to learn more about how Peter may be able to assist you.