Data sourced from ASIC Financial Advisers Register
Financial Adviser · COWRA, NSW

Andrew Wayne Pullen

10 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001245236

Andrew Wayne Pullen is a financial adviser based in Cowra, New South Wales, with 10 years of experience in the financial services industry. Andrew is currently authorised under Charter Financial Planning Limited. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting & Finance) from Charles Sturt University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2010
Bachelor of Business (Accounting & Finance)
Charles Sturt University
2011
Graduate Diploma of Chartered Accounting
Institute of Chartered Accountants in Australia (ICAA)
2015
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Jul 2016 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register