Webull Connect
Designed for Growth. Built for Tomorrow.
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About Webull
Webull is a Nasdaq-listed company with a presence in 15 markets globally. We are a leading digital investment platform built on next-generation global infrastructure. Our Australian team has extensive experience in the financial adviser sector and has the expertise to support our partners in achieving their business objectives.
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 such as Commonwealth Bank’s online trading platform CommSec. Later Rob held senior roles at Investor Web Limited and AUSIEX providing industry-leading intermediary services to other major bank online trading platforms including Westpac and National Australia Bank, where he drove key initiatives in online trading and financial services. 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. His leadership style is customer-focused, emphasising transparency, efficiency, and investor empowerment.
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Jason Sivyer
Head of Distribution
Jason is a seasoned financial services leader with over 20 years of experience driving distribution strategy, business development, and adviser engagement across Australia's investment landscape. Prior to joining Webull, Jason held pivotal roles at major financial institutions. He was a Business Development Manager at Leveraged and served as National Manager for both CommSec Adviser Services and Commonwealth Bank Geared Investments, where he led national teams and played a key role in integrating technology and service excellence into adviser platforms. As Head of Distribution at Webull Securities Australia, Jason is spearheading the expansion of Webull’s offering to advisers and brokers, helping them deliver innovative investment solutions to their clients.
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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 & CommSec, where she played a key role in streamlining service delivery processes. At Webull Australia, Melissa oversees the company’s service and operations, ensuring that users receive timely, efficient support while optimizing back-end processes to support growth.
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Alfred Tang
Head of Trading
Alfred has over 15 years of experience in financial markets, with proven expertise in trading strategies, market dynamics, regulation and liquidity management. He has held senior trading roles at the Commonwealth Bank, FNZ and AUSIEX, where he worked with a diverse client base, delivering tailored trading solutions that meet their specific investment objectives. As Head of Trading, Alfred oversees client order flows across multiple markets, ensuring strong performance, operational integrity, and the reliability of a high-quality execution platform.
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Our Solution
Global Opportunities
Offer your clients access to international markets including US, Hong Kong and China, providing diverse opportunities and competitive liquidity across global markets.
ASX and CBOE Access
As a proud trading participant on both the ASX and CBOE Australia, Webull provides market access with the trading tools to meet your specific client requirements and investment strategies.
Extend Trading Hours
Your clients can access 24/5 US trading sessions during extended market hours so you can trade straight through your business day. Our support team operates around the clock to provide support.
Digital First Solutions
Our dedicated team of over 700 developers continuously enhances our platform's capabilities. We deliver industry leading technology designed for your business growth and client success.
Customised Reporting Solutions
Generate reports in formats that suit your practice. Schedule automated reporting to keep clients informed of their investment performance.
Multi-Currency Mangement
Enable your clients to hold multiple currencies within their accounts, providing greater flexibility for international investment strategies whilst maintaining consolidated account management.
Our Platform
Powerful Platform Designed for Advisers
Streamline your practice with our comprehensive solution that enables you to onboard clients, manage investment portfolios, and generate reports all within one integrated platform.
Speak with our BDM to learn more about our services
Contact us by email:
Phone:
+61 1300 485 024
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