Jacques Hugo – Financial Adviser

Adviser identifying number: 440599
Status: Current
Adviser’s ABN: 33143233137
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: WEALTH TODAY PTY LTD
Licence number: 340289
Licensee’s ABN: 62133393263
Licence controlled by:

The date the Financial Adviser commenced the appointment: 17/09/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LUDA FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 445597
Authorised Representative’s ABN: 37156353427

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Diploma of Financial Planning – AAMC Training Group
  • Diploma of Financial Services – Intellitrain
  • The Degree of Bachelor of Accounting Science – University of South Africa
  • The Degree of Honours Bachelor of Accounting Science – University of South Africa

Relevant memberships of professional bodies or industry associations:

Jacques Hugo is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Superannuation / A person’s existing holding in a superannuation product