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Leanne Bull

Financial Adviser

Bull Financial Group
Bundaberg West, QLD 4670

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Leanne Bull is an ASIC-registered financial adviser based in Bundaberg West, dedicated to helping individuals and families achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 1998, and further specialized knowledge gained through the SMSF Association's SMSF Specialist Advisor Program (2015) and the ASX Listed Product Accreditation Course (LPAC) in 2017, Leanne possesses a wealth of experience and expertise to guide you through the complexities of financial planning. Leanne also completed FPC002B Ethics and Professionalism in Financial Advice in 2022. As an authorized financial adviser, Leanne can provide comprehensive advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is also authorized to advise on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Leanne's commitment to her clients is reflected in her personalized approach and dedication to providing tailored solutions. She understands that every individual's financial situation is unique, and she takes the time to understand your specific needs and goals. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance Ready to take control of your financial future? Contact Leanne today to schedule a consultation and discover how she can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth accumulation Risk management Insurance solutions Investment strategies

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000234665

Verify on ASIC Register

Authorised Representative Number

000250728

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice can Leanne Bull provide?

Leanne Bull is authorized to provide advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Leanne Bull have?

Leanne holds a Diploma of Financial Planning from the FPA, is an SMSF Specialist Advisor accredited by the SMSF Association, and has completed the ASX Listed Product Accreditation Course (LPAC). She has also completed FPC002B Ethics and Professionalism in Financial Advice.

What is the first step in working with Leanne?

The first step is to schedule a consultation where Leanne will discuss your financial goals, assess your current situation, and explain how she can help you develop a personalized financial plan.

Can Leanne help me with my superannuation?

Yes, Leanne specializes in superannuation advice and can provide guidance on optimizing your superannuation contributions, selecting appropriate investment options, and planning for your retirement income needs.

How does Leanne ensure she is providing ethical advice?

Leanne is committed to upholding the highest ethical standards. She is ASIC-registered, holds a Diploma of Financial Planning, completed FPC002B Ethics and Professionalism in Financial Advice and stays up-to-date with the latest regulations and industry best practices to ensure she is providing advice that is in your best interests.

Get in Touch

Contact Leanne directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.