William Pugh
Financial Adviser in Sutherland, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000234899
- Location
- Sutherland NSW 2232
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 17 July 2003
- First provided advice
- 2003
- Qualifications
- Bachelor of Business, University of Technology-Sydney (1987); ICAA Professional Year, Chartered Accountants Australia & New Zealand (1989); Diploma of Superannuation Management, ASFA (in conjunction with Macquarie University (1999); Skills Assessment/Diploma of Financial Planning (DFP8), FPA (2000); Graduate Certificate in Financial Planning, FINSIA (2008)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 William Pugh
William Pugh is a financial adviser in Sutherland, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000234899.
The licensee William advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 17 July 2003.
The register records 2003 as the year William first provided financial advice. The qualifications listed for William include Bachelor of Business (University of Technology-Sydney, 1987), ICAA Professional Year (Chartered Accountants Australia & New Zealand, 1989) and Diploma of Superannuation Management (ASFA (in conjunction with Macquarie University, 1999). William is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
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.
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Questions people ask
Is William Pugh a registered financial adviser?
Yes. William Pugh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000234899.
Which licensee does William Pugh work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can William Pugh 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.