Leanne Barbara Bull
Financial Adviser in Bundaberg West, Queensland, Australia
Review Leanne Barbara Bull
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000250728
- Location
- Bundaberg West QLD 4670
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 16 November 2012
- First provided advice
- 1985
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (1998); SMSF Specialist Advisor Program, SMSF Association (2015); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Leanne Barbara Bull
Leanne Barbara Bull is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bundaberg West, Queensland (adviser number 000250728).
Leanne provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 16 November 2012.
According to the register, Leanne first provided financial advice in 1985. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 1998), SMSF Specialist Advisor Program (SMSF Association, 2015) and ASX Listed Product Accreditation Course (LPAC) (LPAC Online, 2017).
Leanne is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Leanne Barbara Bull here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Leanne Barbara Bull a registered financial adviser?
Yes. Leanne Barbara Bull is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250728.
Which licensee does Leanne Barbara Bull work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Leanne Barbara Bull give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."