Jonathon Pugliese Financial Planner Report

Name:
Jonathon Pugliese

Rep Number:
001254594

Status:
Current

First Advice:
2017

Disciplinary action:
No action

Most Recent Role:
2017-05-12 onwards

Location:
Preston, , VIC, 0

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Fundzcorp Wealth Management Pty Ltd

Licence Number:
001254593

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Kaplan Professional
Diploma of Financial Planning

Memberships
Association of Financial Advisers (AFA)