About Bellmont

David is a co-founder and director of Bellmont Securities. He holds a Bachelor of Economics (Economics & Computer Science) and a Masters of Finance (Market Microstructure) from the University of Sydney.

Prior to establishing Bellmont, David worked in an advisory role at a Sydney-based broking firm, where he managed a book of private clients. He is familiar with the complexities and importance of providing advice and the difference it can make. David brings over 25 years of experience in the financial services industry and has a strong background in investment markets, trading, and portfolio management.

He is passionate about the intersection of financial services and computer science and has developed a number of proprietary software systems that sit at the heart of Bellmont's operations. Today, David serves as a Managing Director of Bellmont, where he is responsible for company strategy, identifying talent, and working closely with Bellmont's Tailored Portfolio clients.

Peter Bell is a co-founder and director of Bellmont Securities. He holds a Bachelor of Commerce (Economics & Finance) from the University of Wollongong, graduating with Distinction.

Peter brings over 25 years of experience in investment markets, possessing broad expertise in investment strategy, trading, and portfolio management. His market knowledge spans Australian Equities, Australian and Global Bonds, Derivatives, and multi-asset Managed Account portfolios.

An experienced presenter and facilitator, Peter specialises in communicating complex investment strategy and technical market concepts in a clear and easily digestible manner for all stakeholders, irrespective of their financial background.

Outside of work, Peter is married with two boys. He loves all types of exercise and sport, especially trying (in vain) to keep up with his boys in the surf.

Michael has been involved in the financial services sector in Australia for over 40 years. He has held a diverse range of positions in stockbroking, investment banking, government and funds management.

Michael is an Adjunct Industry Professor at the University of Technology, Sydney and most recently was a Strategy and Governance Consultant at Mine Super.

From 2014 to 2022 Michael was the Chief Investment Officer of Australian Catholic Super and before that Chief Investment Officer of Nambawan Super in Papua New Guinea.

Michael has undergraduate qualifications in law, accounting, financial planning, finance and philosophy and postgraduate qualifications in law, applied finance, economic history and economics.

Michael was born in South Africa, is married with three daughters and two grandchildren all of whom are Roosters fans.

Michael enjoys watching many sports and occasionally playing some of them badly, particularly golf.

Michael joined the Bellmont team in mid-2017 to manage company operations. He holds a Bachelor of Engineering (Chemical) from the University of Newcastle and a Diploma of Financial Services (Financial Planning) obtained via Kaplan Professional.

In the past, Michael worked as a paraplanner for a financial advisers' office and as an associate adviser for a boutique equities firm where he helped handle private client accounts.

As Operations Manager, Michael oversees the firm's internal workflows, from streamlining administrative processes to managing client relationships and ensuring regulatory compliance. He acts as the bridge between various departments, implementing systems that enhance efficiency and mitigate operational risk. By blending his engineering skills with financial acumen, he ensures the firm's infrastructure remains robust, scalable, and ready to meet clients' evolving needs.

Away from work, he loves all sports and spending time with his young family.

Daniel joined the Bellmont team in December 2021 as a Senior Investment Analyst to help manage Bellmont's equities portfolios. Daniel is a Chartered Financial Analyst (CFA) and holds a Bachelor of Resource Economics (Economics & Econometrics) from the University of Sydney.

Prior to joining Bellmont, Daniel was the Chief Investment Officer for a Sydney-based Family Office where he was responsible for the asset allocation and portfolio management of the family funds. This involved a wide variety of investments from direct domestic and global equities, private equity funds and co-investments and property.

Daniel possesses over a decade of experience in the funds management industry having worked in the institutional, private wealth and family office sectors investing on the buy-side of the market.

In his spare time, Daniel loves his sports, and is a Roosters supporter through and through. He golfs on a regular basis and is known for watching way too much golf in the middle of the night.

Ben joined the Bellmont team in August 2025 as an Investment Analyst to add to Bellmont's capabilities across our multi-asset portfolios. Ben is a Chartered Financial Analyst (CFA) and holds a Bachelor of Science in Politics and Economics from the University of Surrey (UK).

Prior to joining Bellmont, Ben worked for more than five years in the UK as an Investment Consultant at Aon, responsible for providing investment advice and portfolio management services for institutional multi-asset pension scheme investment portfolios.

Outside of work, Ben enjoys playing football (soccer) and is an avid supporter of Sheffield United. He is also a keen musician and holds a Grade 8 qualification in classical guitar.

Alex joined Bellmont in February 2022, holding a Bachelor of Business Administration in Corporate Finance from SKEMA Business School. With a background in real estate, he built his professional foundation on reliability and a straightforward approach to client management.

In his management role, Alex works closely with the team to ensure a unified approach to every inquiry. He is responsible for the systems and workflows that allow the team to scale, aligning all efforts to provide a seamless client experience. By maintaining a hands-on presence, Alex ensures the team collectively delivers the highest standard of service. Outside of work, he is an avid tennis player and golfer, and follows the horse racing industry.

Jonhel joined Bellmont in October 2022. He has an academic background in Management Accounting from the University of Makati, holds a Bachelor of Science in Computer Science from Informatics College, and has passed the CFA Level I exam.

Prior to joining Bellmont, he gained over a decade of experience in client service within the financial industry, including working with a US broker-dealer as a licensed Financial Service Representative.

At Bellmont, Jonhel is part of the operations team, ensuring client queries are progressed accurately and efficiently, while also managing a team, supporting day-to-day work, and continually improving processes and workflows.

In his free time, Jonhel enjoys reading across a range of genres, exploring new interests, and travelling to experience new places and cultures.

Pauleen joined Bellmont in June 2023. She holds a Bachelor of Science in Management Accounting from University of Santo Tomas.

Prior to joining Bellmont, Pauleen worked in one of the largest universal banks for 5 years. She started her career as a Resident Investment Specialist for a year, and eventually became an Account Officer where she provided outstanding client services to various companies and law firms. This includes opening of trust accounts, managing the funds, and building strong relationships with the clients.

During her spare time, Pauleen likes to cook dishes and bake pastries. She's also a pet lover and enjoys spending her time walking and playing with her dogs.

Jade joined Bellmont in August of 2024. She holds a Bachelor of Science in Management Accounting from University of Santo Tomas.

In the past, she worked in one of the big four audit firms for seven years where she demonstrated top decile client service to territory counterparts. She consistently handled large and complex engagements and ensured all client expectations were met. She is highly motivated to continue to provide excellent customer service and create a positive impact as an Associate at Bellmont.

Jade spends her free time travelling and tasting the local cuisines of the places she visits. She also enjoys running and sees it as a form of relaxation.

Corvin joined Bellmont in July 2025. He holds a Bachelor of Science in Business Administration, majoring in Financial Management, from the University of San Carlos.

Throughout university, Corvin consistently ranked among the top students in his program. He was also an active leader in several student organisations, including the university's debate society, the department's student council, and the program's executive organisation. He distinguished himself in numerous local and national competitions, earning accolades in debates, mergers and acquisitions, and financial analysis.

Outside of work, Corvin enjoys a wide range of hobbies, including DIY repairs, mountain biking, and gaming. He also has a keen interest in financial history, geography, and economics.

Erick joined Bellmont in August 2025 and is a member of the Managed Account Operations team. He holds a Bachelor of Science in Accounting from Chiang Kai Shek College and a Bachelor of Science in Management Accounting from the University of Santo Tomas.

Prior to Bellmont, Erick spent four years with one of the world's largest auditing firms, working with clients across industries including retail, manufacturing, professional services, and real estate. In this role, he managed complex listed engagements under strict international standards, building strong technical expertise and a client-focused approach that he now brings to his work at Bellmont.

Outside of work, Erick enjoys playing basketball, cycling, and exploring new destinations on his motorcycle. He also has a passion for film and television, with a broad interest in different genres and series.