ANNETTE PULBROOK

Financial Adviser Β· Warners Bay, NSW

Registered

Registration Number

000432562

Registration Status

Registered

Location

Warners Bay, NSW 2282

Providing Advice Since

2013

Registration Date

01/03/2016

Financial Services Licensee

LIFESPAN FINANCIAL PLANNING PTY LTD

Licence #000229892

πŸ“š Qualifications & Training

1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
2013 - Advanced Diploma Financial Services - Advanced Diploma (AQF 6) - International Institute of Technology
2013 - Professional Certificate SMSF - - University of Adelaide
2013 - SMSF Specialist Adviser - - SMSF Association
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏒 Professional Memberships

CPA Australia (CPA)
SMSF Association
Tax Payers Australia

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.