Financial Adviser
· MOONEE PONDS, VIC
Jonathon Pugliese
No disciplinary history on record with ASIC
MOONEE PONDS,
VIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254594
About Jonathon Pugliese
Jonathon Pugliese is a financial adviser based in Moonee Ponds, Victoria, with 9 years of experience in the financial services industry since 2017. Jonathon is currently authorised under Dirigere Advisory. Jonathon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathon's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Jonathon is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2016
Diploma of Financial Planning
Kaplan Education Pty Ltd
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Superannuation authorisation excludes Self-Managed Superannuation Funds
Not authorised to provide advice on self managed superannuation funds
Source: ASIC Financial Advisers Register