Financial Adviser · BUNDABERG WEST, QLD

Leanne Barbara Bull

BUNDABERG WEST, QLD

41 Years experience

Tax advice
authorised

ASIC Registered · ADV 000250728

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

Leanne Barbara Bull is a financial adviser based in Bundaberg West, Queensland, with 41 years of experience in the financial services industry since 1985. Leanne is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Leanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Leanne's qualifications include a Diploma of Financial Planning from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1998

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2015

SMSF Specialist Advisor Program

SMSF Association

2017

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Nov 2012 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Jan 2004 - Nov 2012 Ceased

Source: ASIC Financial Advisers Register