WILLIAM PUGH
Financial Adviser · Sutherland, NSW
📚 Qualifications & 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
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.