Andrew Wayne Pullen
Financial Adviser in Cowra, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001245236
- Location
- Cowra NSW 2794
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 18 July 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Business (Accounting & Finance), Charles Sturt University (2010); Graduate Diploma of Chartered Accounting, Institute of Chartered Accountants in Australia (ICAA) (2011); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2015); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Wayne Pullen
Andrew Wayne Pullen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Cowra, New South Wales (adviser number 001245236).
Andrew provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 18 July 2016.
According to the register, Andrew first provided financial advice in 2016. Qualifications and training on file include Bachelor of Business (Accounting & Finance) (Charles Sturt University, 2010), Graduate Diploma of Chartered Accounting (Institute of Chartered Accountants in Australia (ICAA), 2011) and Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2015).
Andrew is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Andrew Wayne Pullen a registered financial adviser?
Yes. Andrew Wayne Pullen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001245236.
Which licensee does Andrew Wayne Pullen work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Andrew Wayne Pullen give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."