Hi Tom,
One thing you might want to check into is whether the style of the paragraph is overriding the bullet style. Try this: click anywhere in the bulleted $listNotes line, then apply the Normal or Normal (no spacing) style. This will make the bullet go away. Then reapply the bullet using the desired character.
Could be the same thing for your second issue, but kind of hard to say. Might also be that the description in CaseComplete for the item in question isn't using a standard font, e.g. if you pasted from Word. Feel free to open a support ticket and send us your template and an example of the incorrect results. That will make it easier for us to diagnose the problem.
Doug