Our Founder

Ian Streeter

Financial Planning Number

001006849

Ian Streeter is the Founder and Managing Director of Bull & Bear Financial Strategies.

With over 19 years of experience, Ian has been a Financial Planner since 2005, including roles at two of Australia’s largest banks. His exceptional skill set earned him promotion to Senior Financial Planner within the banking network.

Ian is registered as a Tax Advisor with the Tax Practitioners Board and is a fully qualified Mortgage Broker. He also holds qualifications and accreditations in Self-Managed Super Fund (SMSF) Advice and Margin Lending Advice, and is authorised to provide advice and trade ASX-listed blue-chip shares. As the driving force behind Bull & Bear, Ian actively manages the team to deliver exceptional financial strategies.

Qualifications

• Diploma in Financial Services – Financial Planning

• Advanced Diploma in Financial Services – Financial Planning

• Diploma in 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 V in Accounting

• Certificate V in Bookkeeping

• SMSF Advice Qualification (Financial Review Professional Education)

• 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

Additional Credentials

• Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) Exam

Contact Ian

For a free initial consultation, call 0450 077 442 or email ian@bullbearfs.com.

Beyond Finance

Ian is an avid reader, public speaker, and lifelong martial artist with passions for powerlifting, wrestling, and kickboxing. He dedicates his free time to training his son, Samson, in martial arts and business.

In 2013, Ian’s courage and quick action saved a life. While on Sydney’s Northern Beaches, Ian leapt off a cliff to rescue a suicidal woman. Both landed on a narrow ledge, where Ian restrained her from making a fatal leap until police arrived. The woman was airlifted to safety, and Ian was recognized for his bravery with a Silver Medal from the Royal Humane Society and a Police Commendation.

For Ian, leadership extends beyond the financial realm, embodying a commitment to resilience, compassion, and determination.