19Apr
By: advantech On: April 19, 2016 In: Newsletter Comments: 0

Spring has sprung and it will be Christmas before we know it.

As promised, we have expanded our team in order to ensure we can continue to offer you the high quality service that you have come to rely on from Bull Financial Group and be in a better position next year to assist more of the family and friends that you refer to us.

We have welcomed Ben, Sherry and Jasmine to the team this year and we are looking forward to introducing them to you at our next event. This now brings our team to support you to a total of 11.

Sherry’s role is to focus on our marketing and communication. She has set up a facebook page and we welcome you to like it so that we can keep you up to date on general issues, staff news and events.

Sherry will also be looking at refreshing our website and working with the team to plan our 30th year anniversary function. We are aiming to make this bigger and better than any other we have done before. It will be an informative, yet entertaining night, and we look forward to hosting our valued clients to mark Leanne’s 30years as a Financial Planner.

Rod and Shay-Lee have both completed their Advanced Diploma of Financial Planning and Leanne has recently completed the new SMSF Specialist Adviser Accreditation.

Another exciting development is that Rod has taken the next step and is now an Authorised Representative of Charter Financial Planning and he will also be available to take appointments and provide advice next year.

Leanne has attended a number of conferences, workshops and seminars this year to keep up to date with what is happening in the world of finance. She also just returned from Sydney where she attended and spoke at the Best Practice Forum, returning with some great ideas and feedback.

We have organised for Leanne, Rod, Caryn and Sherry to attend the National Financial Planning Professional Congress in Brisbane in November. This event promises an inspiring and motivating educational experience to provide knowledge and new ideas on how to shape the future for our clients, our business, and for our profession.

The majority of our office renovations are complete and our workspaces are now better organised. We have a few minor alterations still to go for our boardroom and reception area. We will keep you updated via our facebook page.

Bull Financial Group Team