Financial Adviser
· SUTHERLAND, NSW
William Pugh
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000234899
William Pugh is a financial adviser based in Sutherland, New South Wales, with 23 years of experience in the financial services industry. William is currently authorised under Lifespan Financial Planning Pty Ltd. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from University of Technology-Sydney. William is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1987
Bachelor of Business
University of Technology-Sydney
1989
ICAA Professional Year
Chartered Accountants Australia & New Zealand
1999
Diploma of Superannuation Management
ASFA (in conjunction with Macquarie University
2000
Skills Assessment/Diploma of Financial Planning (DFP8)
FPA
2008
Graduate Certificate in Financial Planning
FINSIA