Webull is a leading digital investment platform built on next generation global infrastructure. The Webull Group is headquartered in St. Petersburg, Florida and backed by private equity investors located in the United States, Europe and Asia. With over 40 million downloads globally, the company is operational in 15 regions. With low-cost trading on a wide range of assets, Webull is revolutionising the way individuals approach investing. Learn more at https://www.webullcorp.com/.

Related entity Webull Securities (Australia) Pty Ltd (‘Webull Australia’)is the holder of an AFSL from ASIC and a market participant of both the Australian Securities Exchange (‘ASX’) and Cboe Australia (‘Cboe’). Webull Australia provides Australian investors with 24/7 access to global financial markets. Users can put investment strategies to work by trading global stocks, ETFs, options and fractional shares, through the firm’s trading platform.

Webull Australia seeks to ensure the highest standards of service and security. All client funds are securely held in segregated client money trust accounts within an APRA approved Authorised Deposit-taking Institution (‘ADI’), and all Australian shares are CHESS-sponsored.

KEY PERSONNEL

  • Rob Talevski | Chief Executive Officer

    Rob is an experienced leader in Australia’s financial services industry, with a career spanning over 20 years. His expertise lies in trading, portfolio management, and developing financial technology solutions. Rob has held senior roles at renowned financial institutions including Commonwealth Bank’s regulated subsidiary CommSec. As the CEO of Webull Australia, Rob is responsible for overseeing the company’s growth in the Australian market, ensuring that the platform remains a top choice for retail investors by delivering innovative, tech-driven investment solutions.

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  • Lynda Dowling | Chief Compliance Officer

    Lynda has worked in financial markets for over 20 years having commenced her Compliance career at Deutsche Bank. Lynda continued supporting high-performance businesses within global institutions, and domestic banks. As Webull Australia’s Chief Compliance Officer, she plays a pivotal role in the management of the firm’s Compliance and risk obligations to assist the firm protect our investors whilst meeting our regulatory requirements within the highest of standards. Lynda is also a well-known author of Compliance articles for publications such as the Financial Standard’s wealth magazine and local professional bodies.

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  • Michael Limberger | Head of Technology and Vendor Services

    Michael is a seasoned technology expert and dealing specialist with a robust background in financial trading systems. With over 15 years of experience, Michael has previously worked for AUSIEX and CommSec where his expertise in technology infrastructure and systems development has seen him lead major initiatives across trading platforms.

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  • Tim Wu | Head of Product

    Tim is a seasoned expert in product management and development, with extensive experience in the banking and investment sectors. He has led product initiatives at renowned institutions like Citibank, and BNP Paribas, with a focus on delivering user-friendly, innovative solutions for investors. As Head of Product at Webull Australia, Tim is responsible for shaping and enhancing the platform’s offerings to meet the evolving needs of Australian investors.

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  • Melissa Holder | Head of Customer Success

    Melissa Holder has over 18 years of experience in financial services, leading customer service teams across multiple areas of expertise. She has built a reputation for driving operational excellence and improving customer satisfaction. Melissa has previously worked at organisations such as AUSEIX and CommSec, where she played a key role in streamlining service delivery processes. At Webull Australia, Melissa oversees the company’s client service function and operations, ensuring that users receive timely, efficient support while optimising back-end processes to support growth.

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  • Lu Cao | Senior Project Manager

    Lu Cao has over 15 years of experience managing system to enterprise-level projects in the fintech and financial services sectors. His expertise is in developing automated CI/CD processes, leading cross-functional teams, and driving projects from concept to completion. Coming from a technology background with extensive involvement in application integrations and cloud-hosting solutions, with a deep understanding of financial market and business strategy, Lu plays a critical role at Webull Australia as Senior Project Manager, overseeing key strategic initiatives that contribute to the company’s continued growth and innovation.

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  • Zoe Wu | Head of Finance

    Zoe Wu is a Certified Practicing Accountant (‘CPA’) with over a decade of experience. She oversees Webull Australia’s financial operations, including budgeting, financial planning, and financial compliance, ensuring the company’s sustainability and supporting its growth objectives in the Australian market.

     

     

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www.webull.com.au

[email protected]

1 Castlereagh Street

Sydney NSW

+61 1300 545 899

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