Financial Adviser
· ADELAIDE, SA
Hugo Edgardo Jovel
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002171
Hugo Edgardo Jovel is a financial adviser based in Adelaide, South Australia, with 11 years of experience in the financial services industry. Hugo is currently authorised under Bridges Financial Services Pty Limited. Hugo 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 and Commerce from University of South Australia. Hugo is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Business and Commerce
University of South Australia
2009
Certified Practicing Accountant
Certified Public Accountants of Australia Pty Ltd
2009
Certified Practicing Accountants Program
Certified Public Accountants of Australia Pty Ltd
2014
Diploma of Financial Planning FNS50611
CPA Australia Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education