BULL FINANCIAL GROUP - Key Persons
Financial Planner Diploma of Financial Services (Financial Planning) Originally from South Africa, I immigrated to Australia and commenced my career in the Financial Planning industry in 2008. With over 15 years experience I have worked in a number of roles, including: administration and client services; paraplanning and strategy development; compliance and technical support; and as a licensed financial planner. I am passionate about helping people reach a point when they no longer have financial worries and I also have expertise in assisting business clients and clients with complicated structures.
Jason assists with client administration and document preparation. He has a Diploma in Financial Planning and is currently studying an Advanced Diploma of Financial Planning
Financial Planner Graduate Diploma of Financial Planning I have been advising clients in the Wide Bay region for 7 years, though I have worked in the financial planning industry for over 10 years. While I can advise across a spectrum of advice areas, I thrives with pre and post retirement advice. I am in my happy place when I am speaking with clients and helping them to understand their finances, options available to them and assisting them to live the life they desire. Karen brings with her passion, care and concern for clients.
Job Titles:
- Certified Financial Planner
- Director and Senior Financial Planner
Leanne completed her first financial planning course more than 25 years ago and has continually studied since to achieve accreditations in numerous areas. Leanne is a Certified Financial Planner® which is the highest designation that can be achieved by financial planners. She is an Authorised Representative of Charter Financial Planning and has always held an A compliance rating.
Leanne was awarded the National Financial Planning Association Value of Advice Award for the Pre Retirement Planning 2008 and was a FPA Value of Advice National Finalist in the Wealth Accumulation and Protection Category 2010.
Leanne Bull and Chris Bull are the Principals of Bull Financial Group which has a Corporate Authorised Representative Agreement with Charter Financial Planning Limited.
Bull Financial Group currently has 4 Authorised Representatives, Leanne Bull, Stephen Moore, Andy Alston and Karen Otto. They are currently servicing our existing clients and the friends and family they refer.
Bull Financial Group has built a highly reputable regional practice and a highly dedicated and proficient team with a focus on client service within BFG, as well as solid relationships with contractors to provide clients with the highest level of service.
Leanne is a Certified Financial Planner®, and has previously been awarded the FPA Value of Advice Award for Pre Retirement Advice 2008 and she was a FPA Value of Advice National Finalist for Wealth Accumulation and Protection 2010.
Job Titles:
- Administration & Officer Manager
Lyn is our senior Administrator and comes with a wealth of administration experience.
Lyn's main role is to ensure that all the administration duties required to complete our recommendations are carried out correctly and within the timeframes required.
She also manages and schedules review appointments for our existing clients and first appointments for our new clients.
Michelle has over 10 years experience in the financial planning industry. Michelle's role with Bull Financial Group involves providing support to the business and its advisers & preparation of Statements of Advice.
Financial Planner Advanced Diploma of Financial Planning Diploma of Financial Services (Financial Planning) I have been a licenced Financial Planner since 2011; helping country Aussies meet or exceed their financial and lifestyle dreams. I deeply value the opportunity to make a positive difference in the lives of my clients. I love my job; and I love Queensland. If I am not in the office, you will find me with family, surrounded by animals; perhaps out in the garden covered in dirt; or making something useful in the shed.