William Sugrue Financial Planner Report

Name:
William Gerard Sugrue

Rep Number:
000242213

Status:
Current

First Advice:
1991

Disciplinary action:
No action

Most Recent Role:
2003-12-01 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000230689

ABN:
28 056 426 932

Controlled By:

Appointed By
Name:
Apogee Financial Planning Limited

Licence Number:
000230689

ABN:
28 056 426 932

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
The Securities Institute of Australia
Certificate - Certificate Course of the Securities Institute of Australia
National Mutual
Certificate - Income Protection Specialist Agent
Financial Planning Association of Australia Limited
Diploma - Financial Planning