About Us

About Us

Cullen Private Wealth is a privately owned business that provides a comprehensive financial advisory service to our clients.

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Our Services

Our Services

We offer a range of fee-based service packages that allow clients to select the option that best suits their needs.

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Our Process

Our Process

Do you have a financial plan in place for the next 3-10 years? We do, and we would love to help you implement it.

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Find out what's going on in the financial world

  • ATO reviewing all new SMSF registrations to stop illegal early access
    The ATO said it is reviewing and assessing all new SMSFs before they can receive a registered or complying status on Super Fund Lookup (SFLU) as part of a program to stop illegal early access schemes.
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  • Compliance documents crucial for SMSFs
    Failure to create, execute, perform and retain documents for an SMSF can leave a fund and its trustees unable to provide compliance evidence, warns a specialist legal expert.
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  • Investment and economic outlook, October 2024
    The latest forecasts for investment returns and region-by-region economic outlook.
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  • Leaving super to an estate makes more tax sense, says expert
    It is more tax effective to leave superannuation to an estate rather than a binding death benefit nomination to children, says an accounting expert.
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  • Be clear on TBA pension impact
    The different operations of pensions passed onto a beneficiary can be confusing and SMSF members must understand how the will impact their transfer balance account.
    Read more
  • Caregiving can have a retirement sting
    Around 3 million Australians are unpaid caregivers. Most face a super risk. 
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Try out our FREE Financial Tools

Financial Tools

Our suite of FREE financial tools allows you to draw up a budget, calculate income tax estimates, forecast your superannuation outlook, and much more. Register today!

Launch the Financial Tools

General Calculators

We also supply links to a series of general money management tools and calculators, provided by MoneySmart by ASIC. These calculators are also FREE.

Launch the General Calculators

Cullen in the Media

Cullen In The Media

Over the years Damian Cullen has made quite a few appearances on both TV and radio. If you missed him, all new appearances will be placed on the website for you to view at your leisure.

Come and take a look.

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Get in Touch

Get In Touch

Phone: 02 9743 3850
Mobile: 0419 263 745
Email: dc@cullen.com.au

45 Evans Street,
Balmain NSW 2041

Contact Us

Cullen Financial Planning Pty Ltd ABN 42 634 735 399
Principal/Representative: Damian Cullen
Australian Financial Services Licensee
Certified Financial Planner
Financial Planning Association Member

Financial Services Guide