Steven Harry Pugh
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245154
- Location
- Osborne Park WA 6017
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 14 December 2007
- First provided advice
- 1988
- Qualifications
- Diploma of Financial Planning (8 units), FPA Australia (1997); Self Managed Superannuation Funds Course, Integratec (2003); ASX Accredited Listed Products Adviser Program, Kaplan Professional (2009); Margin Lending and Geared Investments Course, Kaplan Professional (2010); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2025)
- Memberships
- Certified Financial Planner (CFP) of FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven Harry Pugh
Steven Harry Pugh is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Osborne Park, Western Australia (adviser number 000245154).
The licensee Steven advises under is Professional Investment Services Pty Ltd (AFS licence 234951). That authorisation dates from 14 December 2007.
The register records 1988 as the year Steven first provided financial advice. The qualifications listed for Steven include Diploma of Financial Planning (8 units) (FPA Australia, 1997), Self Managed Superannuation Funds Course (Integratec, 2003) and ASX Accredited Listed Products Adviser Program (Kaplan Professional, 2009). Steven is recorded as a member of Certified Financial Planner (CFP) of FAAA.
Steven is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Steven Harry Pugh a registered financial adviser?
Yes. Steven Harry Pugh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245154.
Which licensee does Steven Harry Pugh work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Steven Harry Pugh give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.