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 and Real Estate License Holder. 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 (Real Estate Licence Certificate)
· 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:
FNSSS00009 Tax Law for Tax Agents
FNSACC502- Prepare tax documentation for individuals.
FNSACC603- Implement tax plans and evaluate tax obligations
FNSSS00005 Commercial Lawfor Tax Agents
FNSTPB503- Apply legal principles in contract and consumer law
FNSTPB504- Apply legal principles in corporations and trust law
FNSTPB505- Apply legal principles in property law
For a free initial consultation with Ian call 0450 077 442 or email email@example.com
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Authorised Representative Number 001238262
Daniel is a qualified Financial Planner, a registered Tax Advisor with the Tax Practitioners Board.
He can also give advice on ASX listed blue chip direct shares.
For a free initial consultation with Daniel call 0409 559 164 or email firstname.lastname@example.org
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Calling us on 0450 077 442 or fill out the form below for a free consultation with one of our Financial Planners.