Our Founder

Ian Streeter

Financial Planning Number

001006849

Ian Streeter is the Founder and Managing Director of Bull & Bear Financial Strategies. With over two decades of experience, Ian has been a Financial Planner since 2005. He has worked at two of Australia’s largest banks and further developed high-level trading strategies during his time at two investment banks, where he also gained deep insights into the Efficient Market Hypothesis and related trading methodologies. Ian held a Senior Financial Planner role when he left the banking sector to establish his own company and financial planning licence, bringing with him a wealth of industry knowledge and frontline advisory experience.

Ian holds six diplomas, including Financial Planning, Mortgage Broking, Accounting, Real Estate, and Leadership and Business. His broad and practical education supports a well-rounded, strategic approach to personal and commercial finance.

He is also a highly experienced share trader, having actively traded stocks and managed investments on behalf of clients for over two decades. His trading expertise is backed by a strong understanding of market dynamics and a hands-on approach to portfolio strategy.

Ian has managed large teams of Financial Planners and Mortgage Brokers, overseeing their performance, compliance, and professional development. His leadership has contributed to building a strong advice culture focused on integrity, results, and long-term client relationships.

He has also acted as a mentor in mortgage broking and mentored new financial planners into the industry, including preparing them for and guiding them through the Financial Adviser Standards and Ethics Authority (FASEA) board exam.

Ian holds qualifications in accounting and has worked professionally as an accountant, further strengthening his financial expertise and ability to provide holistic advice across personal wealth, tax, and business finance matters.

His vision that financial planning should not be a privilege reserved for the wealthy, but a service accessible to everyday Australians including the poor and middle class, led him to franchise and license Bull & Bear Financial Strategies across multiple Australian states. This expansion allowed more communities to benefit from ethical, affordable, and practical financial advice.

To support this growth and ensure operational efficiency, Ian also established a back-end outsourcing company in the Philippines, which handles core administrative and client support functions.

Ian is a fully qualified Mortgage Broker and personally holds a Mortgage Broking Credit Licence. He was registered as a Tax Advisor with the Tax Practitioners Board. He also holds specialist qualifications in Self-Managed Super Fund (SMSF) Advice, Margin Lending, and is authorised to provide advice and trade ASX-listed blue-chip shares.

For more than 20 years, Ian has handled and mentored numerous Financial Planners, helping shape the next generation of professionals across the industry.

As the driving force behind Bull & Bear, Ian continues to lead the team and oversee strategic direction, ensuring clients receive trusted, results-oriented financial guidance across wealth management, mortgage broking, and tax-effective 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 Streeter is an avid reader, public speaker, and lifelong martial artist with a passion for powerlifting, wrestling, and kickboxing. He dedicates his free time to training his son, Samson, in both martial arts and business principles. Beyond his professional work, Ian is committed to charity and humanitarian outreach, regularly supporting feeding programs and offering direct aid in some of the world’s poorest communities, including the slums of Tondo in the Philippines. His passion for giving back was sparked by a life-changing moment rescuing a baby who was crawling through traffic while the mother lay incapacitated by drugs nearby. That experience ignited a purpose-driven mission that now sits at the heart of both his personal and professional life.

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.