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 of Property (Agency Management)
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.
