Financial Adviser
· OSBORNE PARK, WA
Steven Harry Pugh
No disciplinary history on record with ASIC
38
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245154
Steven Harry Pugh is a financial adviser based in Osborne Park, Western Australia, with 38 years of experience in the financial services industry. Steven is currently authorised under Professional Investment Services Pty Ltd. Steven 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 Diploma of Financial Planning (8 units) from FPA Australia. Steven is a member of Certified Financial Planner (CFP) of FAAA.
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
1997
Diploma of Financial Planning (8 units)
FPA Australia
2003
Self Managed Superannuation Funds Course
Integratec
2009
ASX Accredited Listed Products Adviser Program
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register