Bull Financial Group was established & has been in the financial industry for over 30 years. The focus of Bull Financial Group has always been on helping its clients, initially by providing superannuation, savings and insurance advice but now it has evolved to a full service financial planning practice.
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 2 Authorised Representatives, Leanne Bull & Rod Lord. They are currently taking referrals from our existing clients only.
Bull Financial Group has built a highly reputable regional practice and a highly dedicated and proficient team of 13 with a focus on client service within BFG, as well as solid relationships with contractors to provide clients with the highest level of service.
Our advisers have built a reputation in building trusting relationships and acting with the greatest integrity for all clients.
Bull Financial Group aim to ensure your full financial needs are met. In doing this, we provide advice on the following:
Savings and Wealth Creation Strategies, Superannuation, Retirement and Pre-Retirement Planning, Strategies to minimise Tax and Capital Gains Tax, Strategies to maximise Centrelink, Salary Packaging, Direct Shares, Self Managed Superannuation, Risk and Insurance Analysis, Estate Planning, Budgeting and Cash flow Management & Margin Lending. We can customise a plan to help you to achieve your financial goals.
In March 2008 Bull Financial Group was accredited as a Certified Quality Advice Practice. This is a highly sought after accreditation that recognises practices that deliver High Quality Financial Planning Advice. It brings with it a number of benefits for the Bull Financial Group practice and it is also designed to provide a symbol of Confidence & Peace of Mind that those accredited have met rigorous compliance standards and are experienced in delivering a high standard of Financial Planning Advice.
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.
Bull Financial Group is a proud FPA Professional Practice. As an approved FPA Professional Practice, we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia (FPA). We have met their rigorous eligibility and ongoing commitment criteria, and employ a high proportion of CERTIFIED FINANCIAL PLANNER® practitioners – the most qualified financial planners in the world.’