The Team at Bull Financial Group

Leanne (5)

Leanne Bull

Director and Senior Financial Planner
Certified Financial Planner®SMSF Specialist Advisor ™ & Diploma of Financial Planning  

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.

Chris

Chris Bull

Director and Events Co-ordinator
Diploma of Financial Planning, MFAA

Chris is a director of Bull Financial Group.
He assists as an essential part of the team with Marketing and Administration Support.
Rod

Rod Lord

Financial Planner
Advanced Diploma of Financial Planning & Bachelor of Business

Rod is an Authorised Representative of Charter Financial Planning and he is working closely with our Senior Financial Planner, Leanne Bull to further develop and enhance his knowledge to provide quality service to our clients.

Caryn

Caryn Wilde

Practice Manager
Diploma of Financial Planning & Bachelor of Arts

Caryn is the Bull Financial Group Practice Manager.

Caryn ensures our ongoing business systems and processes are effective allowing efficiency and accuracy in our day to day work and ongoing client care. Caryn has over 20 years experience in the financial services industry.

Lyn

Lyn Bentley

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.

Carolyn Stanley

Client Service Officer
Diploma of Financial Planning & Bachelor of Business 

Carolyn has worked in the financial planning industry for 15 years with some time working at JP Morgan in London. Carolyn concentrates on preparation of files for review appointments.

Ben House

Client Service Officer
Diploma of Financial Planning

Ben assists with client administration and document preparation.  He has a Diploma in Financial Planning and is currently studying a Bachelor of Commerce.

Michelle

Michelle Hunt

Paraplanner
Advanced Diploma of Financial Planning

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.

Kellley

Kelley Drew

Paraplanner
Diploma of Financial Planning & Bachelor of Commerce

Kelley’s role with Bull Financial Group involves providing support to the buisness and its advisers & preparation of Statements of Advice

John McIntyre

Centrelink Liaison Officer

John specialises in Centrelink Liaison having worked as a FIS Officer with Centrelink for many years.

Jason

Jason Bills

Client Service Officer
Diploma of Financial Planning

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

James

James Clark

Insurance Administration
Certificate IV Training & Development

James has over 14 years experience in the human services industry as an Administration Officer supporting and training people with a disability and providing disability support funding management.

James’s role with Bull Financial Group is to ensure that all the administration duties for insurance applications and claims are completed accurately and as quickly as possible.

Brian

Brian Connolly

Macquarie Administration
Certificate IV Finance & Lending

Brian has over 40 years experience in the financial services industry

Brian’s role with Bull Financial Group is to ensure that all the Macquarie administration duties are completed accurately and as quickly as possible.

Bull Financial Group

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