Bull Financial Group

Bull Financial Group is a financial services firm based in Bundaberg that has operated in the financial industry for over 35 years. Leanne Bull and Chris Bull are the Principals. The firm operates under a Corporate Authorised Representative Agreement with Charter Financial Planning Limited and currently has four Authorised Representatives: Leanne Bull, Stephen Moore, Andy Alston and Karen Otto. In March 2008, Bull Financial Group was accredited as a Certified Quality Advice Practice.

Leanne Bull is a Certified Financial Planner® and was awarded the FPA Value of Advice Award for Pre Retirement Advice in 2008. She was also a FPA Value of Advice National Finalist for Wealth Accumulation and Protection in 2010. The firm is an FPA Professional Practice. Bull Financial Group provides advice on 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, and margin lending.

Individuals planning for retirement or weighing up their life insurance arrangements come to Bull Financial Group, a Bundaberg practice that blends superannuation consulting with investment service and life insurance agency work. The firm's advisers handle superannuation structures, investment arrangements and protection cover for individuals and families, drawing on the three specialisms listed for the business.

Its office sits at 236 Bourbong St, Bundaberg West, and weekday appointments run across the five working days, with Friday finishing earlier than the rest of the week. Households seeking guidance on retirement savings or cover therefore have a single practice covering each of those areas within the Bundaberg region.