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