Eddie Bell
Director
Perks Private Wealth
Intro
Meet Eddie
Eddie brings depth, perspective and calm authority to one of the most personal areas of financial advice. Eddie specialises in Life Risk and Disability insurance strategies that support both personal security and business continuity, giving clients the confidence of being well-prepared for life’s uncertainty.
With more than 30 years in wealth management, Eddie has worked across financial planning, product management and senior leadership roles within Australia’s largest financial planning organisations. This shapes his straight-talking approach that clients appreciate, particularly when decisions carry long-term consequences.
Leadership & Contribution
As a Director within Perks Private Wealth and a Life Risk Specialist, Eddie plays a senior role in shaping the firm’s insurance capability, ensuring solutions remain rigorous, ethical and deeply client‑focused. His leadership reflects a strong belief that good advice starts with understanding people, their responsibilities, their pressures and their priorities.
Internally, Eddie is known for his direct communication style and steady influence, supporting advisers and clients alike through complex risk scenarios.
Specialisation
Eddie Bell works closely with individuals, families and business owners on comprehensive risk insurance solutions, tailoring strategies that are clearly understood and fit for purpose, both now and into the future. A significant portion of Eddie’s clients are medical professionals, while he also supports a broad spectrum of business owners and professionals across all industries. His work often sits at the centre of broader succession, ownership and wealth planning.
Beyond the numbers
Beyond his advisory work, Eddie has a long‑standing commitment to Youth Opportunities, supporting programs that help young people build confidence, capability and pathways for the future. This commitment is reflected in Perks’ ongoing role as key sponsor of the Youth Opportunities annual golf day; an initiative Eddie has been closely involved with for many years. It’s a cause that aligns strongly with his belief in creating long‑term positive outcomes, both for individuals and the wider community.