This document provides information about Bell Potter Securities Limited, a full-service private client stockbroking and financial advisory firm. It outlines the clients they support, ranging from individuals to high net worth individuals. It also describes the services offered, including stockbroking, technical financial advice, superannuation services, portfolio lending, and portfolio administration. The investment philosophy focuses on a long-term approach, diversification, quality and value, and avoiding knee-jerk reactions. It also introduces two advisers, Graham Teague and Nigel Stewart, and provides their backgrounds and contact details.

1. Bell Potter Securities Limited
AFSL 243 480 ABN 25 006 390 772
Clients
We are here to support all levels of market experience, from
first time investors to those at a Board and Trustee level,
including:
ƒƒ Individuals;
ƒƒ Superannuation funds;
ƒƒ Not-for-profits;
ƒƒ Charitable organisations; and
ƒƒ High net worth individuals.
Services
We offer our clients a comprehensive range of products and
services to meet their needs including:
Stockbroking
Specialist advice across an extensive range of direct
investment, including Australian and international equities,
fixed interest, foreign exchange and derivatives.
Technical financial advice
Create and execute a personalised financial plan to help you
achieve your investment and retirement goals.
Superannuation
Create your own superannuation fund. We partner with you
to establish an appropriate fund structure and strategy that
is consistent with your unique risk profile and retirement
objectives.
Portfolio Lending
Grow wealth through greater participation in the share market
by using your portfolio to secure a line of credit to additional
equities.
Portfolio Administration Service
Manage your financial affairs efficiently with this premium
service that integrates integrates all your assets – shares,
unlisted funds, interest rate products, managed funds – and
takes care of the day-to-day administration associated with
them.
Investment philosophy
We work to help you build a portfolio of assets that provide a
healthy and sustainable income stream that grows in value
over time. We begin with a plan tailored to your individual
objectives, including the contribution of income and growth
that’s right for you.
Our approach is based on the following maxims:
1. Investing is a long-term activity
2. A long-term strategy is therefore crucial – with regular
reviews
3. Be patient – avoid knee-jerk reactions
4. Seek quality and value - and be prepared to go against
the trend
5. Diversify - across asset classes, industry sectors and
geographic regions
6. Maintain sufficient cash - to avoid being a forced seller of
assets
7. The media are short-term attention seekers
8. Be wary – don’t let #7 distract your focus from #1-6!
Investment asset classes
Asset classes we advise on include :
ƒƒ Australian and international equities;
ƒƒ Listed managed funds including Exchange Traded Funds
(ETFs) and Listed Investment Companies (LICs);
ƒƒ Interest rate products including bank deposits, term
deposits, treasury notes, bank bills, bonds and hybrid
securities; and
ƒƒ Corporate opportunities including IPOs and capital
raisings.
We believe in investing directly in the share market as
opposed to managed funds for a few key reasons:
ƒƒ Greater control and flexibility of income versus growth
assets;
ƒƒ Better control of tax outcomes (capital gains and receipt
of franking credits); and
ƒƒ The opportunity to participate in new company listings
and corporate actions if appropriate.
INVESTING TO GROW YOUR WEALTH
It takes insight to unlock opportunity
As one of Australia’s leading full-service private client stockbroking and financial advisory firms, Bell Potter
is here to help clients achieve their wealth goals.
Advisers Graham Teague and Nigel Stewart invest much of their time filtering information from research
analysts and company management. The insights gained from these daily activities provide the information
needed to unlock opportunities for their clients. With over 25 years of combined experience in the financial
markets, Graham and Nigel have a proven track record of delivering sound, professional advice to a diverse
client base.

2. Bell Potter Securities Limited
AFSL 243 480 ABN 25 006 390 772
About us
Our partnership draws on our broad ranging professional and personal experiences, including a combined 25 years in
the financial markets, to provide holistic advice and comprehensive service to our clients. We take pride in ensuring our
clients remain fully informed along their financial journey, providing up-to-date information, reports and being open and
available should you ever have a question.
We work to help you build a portfolio through prudent investment decisions based on careful risk assessment.
We provide a financial advisory and execution service that is underpinned by:
ƒƒ Expertise and experience
ƒƒ Personalised advice
ƒƒ Investment discipline
ƒƒ Integrity and transparency
Graham Teague – Private Client Adviser
Graham Teague is a
Stockbroker with Bell Potter
Securities Limited and
is accredited to advise in
Australian and International
Equities, Level 1 Derivatives,
Fixed Interest Securities,
Listed and Unlisted Managed
Investments, Margin Lending,
Government Bonds and
Debentures.
Graham has been working in financial services for 9 years,
specialising in portfolio management and stock selection
for an extensive and diversified range of clients including
individuals, companies, self-managed superannuation funds,
and not-for-profit organisations.
Graham applies his experience and knowledge from his
time working in education (20 years in the classroom and
educational management) and small business (20 years as a
company director).
His current professional memberships include a Fellow of the
Australian Institute of Company Directors, and membership
of SMSF Association and the Stockbrokers Association of
Australia.
Graham lives in Adelaide with his wife and has five children.
Nigel Stewart - Associate Private Client Adviser
Nigel Stewart is an Associate
Private Client Adviser with
Bell Potter Securities Limited
and is accredited to advise in
Australian and International
Equities, Level 1 Derivatives,
Fixed Interest Securities,
Listed and Unlisted Managed
Investments, Margin Lending,
Government Bonds and
Debentures.
This document is to be read in conjunction with Bell Potter’s Financial Services Guide.
He holds a Bachelor of Agribusiness majoring in International
Finance and a Diploma of Stockbroking.
Nigel provides professional, customised advice across a variety
of sectors including Real Estate and Agribusiness.
Nigel started his career serving in the Royal Australian Army for
5 years. He transitioned to Institutional Banking and has worked
locally and overseas for 15 years at global investment houses
UBS, Merrill Lynch and Morgan Stanley (both in Sydney and
London), and local banks Commonwealth Bank and Westpac.
Nigel is married with two young children.
Contact details
Direct (Adelaide) 08 8224 2723
Direct (Brisbane) 07 3295 2667
Mobile 0416 041 653
Email gteague@bellpotter.com.au
Contact details
Direct 08 8224 2779
Mobile 0415 898 048
Email nstewart@bellpotter.com.au
INVESTING TO GROW YOUR WEALTH
It takes insight to unlock opportunity