Paul Eric Bugno
Financial Adviser in Coolum Beach, Queensland, Australia
Review Paul Eric Bugno
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000467465
- Location
- Coolum Beach QLD 4573
- Licensee
- Dalton Financial Services Pty Ltd (AFSL 530255)
- Authorised since
- 1 July 2021
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (Accounting/Finance), Charles Sturt University (2008); Diploma of Financial Services, Kaplan Professional Education (2010); Taxation Planning, Kaplan (2012); Advanced Diploma of Financial Planning, Kaplan Professional Education (2018)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Eric Bugno
Paul Eric Bugno is a financial adviser in Coolum Beach, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000467465.
The licensee Paul advises under is Dalton Financial Services Pty Ltd (AFS licence 530255). The current authorisation started on 1 July 2021.
The register records 2010 as the year Paul first provided financial advice. The qualifications listed for Paul include Bachelor of Business (Accounting/Finance) (Charles Sturt University, 2008), Diploma of Financial Services (Kaplan Professional Education, 2010) and Taxation Planning (Kaplan, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Paul Eric Bugno here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Paul Eric Bugno a registered financial adviser?
Yes. Paul Eric Bugno is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000467465.
Which licensee does Paul Eric Bugno work under?
Dalton Financial Services Pty Ltd, Australian financial services licence 530255.
What can Paul Eric Bugno give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.