Annette Pulbrook
Financial Adviser in Warners Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000432562
- Location
- Warners Bay NSW 2282
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 1 March 2016
- First provided advice
- 2013
- Qualifications
- Bachelor of Commerce, University of Newcastle (1994); Advanced Diploma Financial Services, International Institute of Technology (2013); Professional Certificate SMSF, University of Adelaide (2013); SMSF Specialist Adviser, SMSF Association (2013); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- CPA Australia (CPA); SMSF Association; Tax Payers Australia
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Annette Pulbrook
Annette Pulbrook is a financial adviser in Warners Bay, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000432562.
Annette provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 1 March 2016.
The register records 2013 as the year Annette first provided financial advice. The qualifications listed for Annette include Bachelor of Commerce (University of Newcastle, 1994), Advanced Diploma Financial Services (International Institute of Technology, 2013) and Professional Certificate SMSF (University of Adelaide, 2013). Professional memberships recorded: CPA Australia (CPA), SMSF Association and Tax Payers Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Annette Pulbrook a registered financial adviser?
Yes. Annette Pulbrook is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000432562.
Which licensee does Annette Pulbrook work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Annette Pulbrook 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; standard margin lending.