William Pugh – Financial Adviser
Adviser identifying number: 234899
Status: Current
Adviser’s ABN: 77404150443
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
Licence number: 229892
Licensee’s ABN: 23065921735
Licence controlled by: Castleguard Trust
The date the Financial Adviser commenced the appointment: 17/07/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFESPAN FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 229892
Authorised Representative’s ABN: 23065921735
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:
- Bachelor of Business – University of Technology-Sydney
- Diploma of Superannuation Management – ASFA (in conjunction with Macquarie University
- Graduate Certificate in Financial Planning – FINSIA
- ICAA Professional Year – Chartered Accountants Australia & New Zealand
- Skills Assessment/Diploma of Financial Planning (DFP8) – FPA
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
- SMSF Association
William Pugh is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- FHSA Issued non ADI