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

  • Global outlook summary: Down but not out
    As the global economy enters its tenth year of expansion following the global financial crisis, concerns are growing that a recession may be imminent. 
  • Australia - a comprehensive run-down of our vital statistics.
  • Your guide to smarter holiday reading
    Given all of the talk about many Australians being apathetic about their superannuation, it seems counter-initiative that one of the fastest-selling books ever in Australia is about how to improve your personal finances.
  • Verifying asset values in a SMSF.
    ATO issues fresh warning on valuations after major cases.
  • Admin, BDBN errors flagged for SMSFs this year
    SMSF practitioners and their clients have been cautioned on some of the ongoing mistakes that continue to be made with documentation and some of the newer traps that have cropped up with the changes to superannuation.
  • ATO targets non-arm's length income - NALI
    Following a series of ATO audits conducted on SMSFs in recent months, the ATO has been applying non-arm’s length income to a number of SMSFs resulting in serious tax consequences for these funds, warns an industry consultant.

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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!

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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

Cullinvest Pty Ltd ACN 088 486 364
Trading as Cullen Private Wealth
Principal/Representative: Damian Cullen
Australian Financial Services Licensee
Certified Financial Planner
Financial Planning Association Member

Financial Services Guide