Edward Pullen Location
- Toowoomba, QLD, AU
Edward Pullen Work
- 2017 -now Financial Adviser @
- 2015 -2017 Senior Consultant @
- 2014 -2015 Support Team Manager @
- 2013 -2014 Relationship Managers Assistant @
- 2012 -2013 Client Service Administrator @
- 2010 -2012 Client Advisor @
- 2007 -2010 Client Advisor Assistant @
- 2006 -2007 OTC Derivative Collateral Manager @
- 2004 -2005 Client Valuations, OTC Derivatives @
Edward Pullen Education
- Kaplan Professional
Diploma of Financial Planning
2016-2016 - Kaplan Professional
Advanced Diploma of Financial Planning
2016-2016 - Stockbrokers Association Professional Program
Core 1: Securities & Managed Investments Accreditation
2015-2015 - Stockbrokers Association Professional Program
Superannuation Accreditation
2015-2015 - University of Exeter
BA Hons (Business Economics)
2000-2003 - King's College School Wimbledon 1992-2000
- Chartered Institute for Securities and Investment
CISI Level 6 Certificate in Private Client Investment Advice and Management
- Chartered Institute for Securities and Investment
Investment Management Certificate - Regulations
- Chartered Institute for Securities and Investment
Investment Administration Qualification
Edward Pullen Skills
- Wealth Management
- Wealth Management Services
- Private Banking
- Investment Advisory
- Asset Allocation
- Investment Strategies
- Alternative Investments
- Equities
- Investments
- Financial Markets
- Structured Products
- Hedge Funds
- Fixed Income
- Bloomberg
- Risk Management
- Banking
- Training
- Finance
- Support
- Financial Analysis
Edward Pullen Summary
- Edward Pullen, based in Toowoomba, QLD, AU, is currently a Financial Adviser at Byron Capital Private Investors. Edward Pullen brings experience from previous roles at The Myer Family Company Ltd, UBS Wealth Management and EWM Group. Edward Pullen holds a 2016 - 2016 Diploma of Financial Planning @ Kaplan Professional. With a robust skill set that includes Wealth Management, Wealth Management Services, Private Banking, Investment Advisory, Asset Allocation and more. Edward Pullen has 2 emails on RocketReach.
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Top Byron Capital Employees
Peter McCullough
Financial Adviser
Toowoomba, QLD, AU
Benjamin Dougherty
Agri Lending Specialist
Brisbane, QLD, AU
Hugh Wright
Financial Adviser
Toowoomba, QLD, AU
Clayton Christie
Lending Specialist
Brisbane City, QLD, AU
David Knott
Investment Consultant
Toowoomba, QLD, AU
Ryan O'Connell
Financial Adviser
Toowoomba, QLD, AU
Alistair Schech
Financial Adviser
Brisbane City, QLD, AU
Ashleigh Hoey
Client Services Manager
Toowoomba, QLD, AU
Jerry Fawkner
Provisional Financial Adviser
Melbourne, VIC, AU
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