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ABOUT US
We are a Sunshine Coast based practice that also services the Brisbane and Wide bay area.
Our Commitment
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To always do what is best for our clients.
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To always provide a high-quality ongoing service.
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To always be your financial coach and help make complex financial decisions easy and understandable.
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To always ensure peace of mind of your money and investments.
Bull Financial Pty Ltd trading as Bull & Vella Financial and its advisers are Authorised Representatives of
Fortnum Private Wealth Ltd, ABN 54 139 889 535, AFSL 357306
Robert Vella
Financial Planner
Bachelor of Commerce in Financial Planning
Robert is originally from South Africa and bring with him a strong accounting and financial planning background. With over 10 years of industry experience and 6 years of providing comprehensive advice in Australia, Robert believes in putting clients first and building long lasting relationships. Having completed a Bachelor of Commerce in Financial Planning, Robert acts as a financial coach to clients and helps make complex financial decisions easy and understandable.
Robert is based in the Sunshine Coast but travels regularly between Brisbane and Bundaberg for client meetings. Being based on the Coast, he enjoys visiting the beach with his wife and two children. Robert enjoys playing golf and squash and socializing with friends.
Robert Vella is an Authorised Representative of Fortnum Private Wealth Ltd
ABN 54 139 889 535, AFSL 357 306
YOUR TEAM
YOUR SERVICES
For peace of mind
We offer holistic financial planning, dedicated to ensuring a better future for you.
STRATEGIC ADVICE
We help put the right strategic advice in place to ensure you maximise your financial position over the long term.
INVESTMENT ADVICE
We believe in diversifying your investments to reduce volatility and assist in selecting a mix of proven investment managers with a strong track record.
CASHFLOW MANAGEMENT
Having a budget and monitoring expenses is an important part of saving and building long term wealth. We have the systems and processes in place to make cashflow management easy for you and help maximise your savings.