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Who are we?
Leanne Bull Director and Senior Financial Planner
DFP 1 - 8 & CFP®
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 Represnatative of AXA 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 category in November 2008 and was a finalist in the Wealth Accumulation and Protection Category in November 2010.
Chris Bull Director
DFP 1-5
Chris is a director of Bull Financial Group.
He assists as an essential part of the team with Marketing and Administration Support.
Andrew Lane Insurance Specialist
DFP 1- 6 & Affiliateship (Life Insurance)
Andrew holds a Diploma of Financial Services (Financial Planning) and an Affiliateship in Life Insurance. Andrew has 24 years’ experience working within insurance companies in various roles, from new business to claims, including more than 9 years’ experience as an adviser with Westpac, RACV Financial Services, Johnson Taylor Potter (now Bell Potter) and as in-house insurance manager for several mortgage brokers. Andrew researches options and benefits, prepares quotes and recommendations and negotiates with insurances companies to obtain the best possible cover option for our clients.
Caryn Spence Office Manager & Completions Officer
Bachelor of Arts DFP 1 & 2
Caryn is the Bull Financial Group Office Manager and a Financial Planning Completions Officer. Caryn's main role is to ensure that all the administration duties required to complete our recommendations are carried out correctly and within the time frames required. She also 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.
Diane Morley Personal Assistant
DFP 1-2; Cert IV Financial Services
Diane has worked for Bull Financial Group for over 7 years and ensures that all client files are updated and prepared for the next appointment. Diane prepares the Records of Advice and paperwork for implementation of our recommendations to clients.
Diane has recently completed the Certificate IV in Financial Services to enhance her knowledge and skills.
Prior to commencing with Bull Financial Group Diane owned her own Newsagency.
Shay-Lee Barrett Client Service Officer
DFP 1-4
Shay-Lee has over 8 years experience in the financial planning industry and has completed her Diploma of Financial Services (Financial Planning).
Shay-Lee’s role with Bull Financial Group involves providing support to the business and its advisers, client relations, preparation and processing of paperwork, client base and accounts management.
John McIntyre, Lyn Bentley & Rod Lord Administration
John, Lyn and Rod are new members of our team.
John McIntyre specialises in Centrelink Liaison having worked as a FIS Officer with Centrelink for many years.
Lyn Bentley is our senior Administrator and comes with a wealth of administration experience.
Rod Lord is currently meeting and greeting our clients in the Reception role. He is studying Financial Planning with a view to becoming an Authorised Representative.
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