Financial Adviser
· WARNERS BAY, NSW
Annette Pulbrook
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000432562
Annette Pulbrook is a financial adviser based in Warners Bay, New South Wales, with 13 years of experience in the financial services industry. Annette is currently authorised under Lifespan Financial Planning Pty Ltd. Annette 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 Commerce from University of Newcastle. Annette is a member of CPA Australia (CPA), SMSF Association and Tax Payers Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Commerce
University of Newcastle
2013
Advanced Diploma Financial Services
International Institute of Technology
2013
Professional Certificate SMSF
University of Adelaide
2013
SMSF Specialist Adviser
SMSF Association
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
BEYOND WEALTH PTY LTD
SMSF ADVICE PTY LIMITED
Source: ASIC Financial Advisers Register