Our Team
Ian Streeter
Financial Planning Number 001006849
Ian Streeter is the Founder and Managing Director of Bull & Bear Financial Strategies. He has worked as a Financial Planner for two of the largest banks in Australia and has been a Financial Planner since 2005. Ian's skill-set saw him promoted to Senior Financial Planner within the banking network.
Ian is also a registered Tax Advisor with the Tax Practitioners Board, and a fully qualified Mortgage Broker. He also has qualifications and accreditations in Self Managed Super Fund Advice and Margin Lending Advice. Ian also has authority to give advice and trade ASX listed Blue Chip shares.
Ian actively manages the Bull & Bear Team.
Ian Holds the following qualifications.
· Diploma Financial Services – Financial Planning
· Advanced Diploma Financial Services – Financial Planning
· Diploma Accounting
· Diploma in Management & Leadership
· Diploma in Mortgage Broking Management - National Finance Institute
· Certificate IV in Property Services
· Course in Property Practice – The Real Estate Institute of Australia
· Certificate 5 Accounting
· Certificate 5 Bookkeeping
· Financial Review Professional Education – SMSF Advice Qualification
· Kaplan Margin Lending & Geared Investments
· Tax Practitioners Board Registration - Granted Via Completion of:
Tax Law for Tax Agents
Prepare tax documentation for individuals.
Implement tax plans and evaluate tax obligations
Commercial Law for Tax Agents
Apply legal principles in contract and consumer law
Apply legal principles in corporations and trust law
Apply legal principles in property law
Financial Adviser Standards and Ethics Authority (FASEA) Exam completed successfully.
For a free initial consultation with Ian call 0450 077 442 or email ian@bullbearfs.com
More About Ian
Ian is an Avid Reader and Public Speaker.
Ian is a Life Long Martial Artist; his passions are Powerlifting Wrestling and Kick Boxing. Ian loves to spend his free time training his son, Samson, in Martial Arts and the Art of Business.
In 2013 Ian jumped off a cliff on the Northern Beaches in an attempt to rescue a Suicidal Female. Ian and the female landed on a narrow ledge over the side of the cliff where Ian wrestled the Suicidal Female to the ground preventing her from taking a fatal leap. Eventually, the police arrived and the Suicidal Female was airlifted via Helicopter off the cliff. Ian was awarded a Silver Medal for Bravery from the Royal Humane Society and a Police Commendation.
For a free initial consultation with Ian call 0450 077 442 or email ian@bullbearfs.com
Daniel Elson
Authorised Representative Number 001238262
Daniel is also a registered Tax Advisor with the Tax Practitioners Board, and a fully qualified Mortgage Broker and Real Estate License Holder. He also has qualifications and accreditations in Self Managed Super Fund Advice and Margin Lending Advice. Daniel also has authority to give advice and trade ASX listed Blue Chip shares.
Daniel Holds the following qualifications.
Diploma Financial Services – Financial Planning
Advanced Diploma Financial Services – Financial Planning
Advanced Diploma of Accounting
Diploma of Paramedical Science [Ambulance]
Certificate IV in Finance and Mortgage Broking
Principles of Self-Managed Superannuation Funds
Principles of Margin Lending
Planning Ethics and Taxation
Certificate IV in Property Services
Compliance in Financial Planning [ComplianceinFP]
Tax Practitioners Broad Registration
Granted via Completion of:
Commercial Law for Tax Agents
Apply legal principles in contract and consumer law.
Apply legal principles in corporations and trust law.
Apply legal principles in property law.
Apply legal principles in commercial law when providing tax [financial] advice services.
Tax Law for Tax Agents
Prepare tax documentation for individuals.
Implement tax plans and evaluate tax obligations.
Apply taxation requirements when providing tax [financial] advice services.
Financial Adviser Standards and Ethics Authority (FASEA) Exam completed successfully.
For a free initial consultation with Daniel call 0409 559 164 or email dan@bullbearfs.com