William Pugh Financial Planner Report

Name:
William Pugh

Rep Number:
000234899

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2003-07-17 onwards

Location:
Sutherland, Sydney, NSW, 2232

ABN:
77 404 150 443

Licensee
Name:

Number:
000229892

ABN:
23 065 921 735

Controlled By:

Appointed By
Name:
Lifespan Financial Planning Pty Ltd

Licence Number:
000229892

ABN:
23 065 921 735

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
Government Debentures, Stocks or Bonds
Investment Life Insurance
Managed Investment Schemes, including IDPS
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Sydney
Bachelor of Business - University of Technology
ASFA (in conjunction with Macquarie University
Diploma of Superannuation Management
FINSIA
Graduate Certificate in Financial Planning
Chartered Accountants Australia & New Zealand
ICAA Professional Year
FPA
Skills Assessment/Diploma of Financial Planning (DFP8)

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)
SMSF Association