Financial Adviser
· COOLUM BEACH, QLD
Paul Eric Bugno
No disciplinary history on record with ASIC
COOLUM BEACH,
QLD
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000467465
About Paul Eric Bugno
Paul Eric Bugno is a financial adviser based in Coolum Beach, Queensland, with 16 years of experience in the financial services industry since 2010. Paul is currently authorised under Dalton Financial Services. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a Bachelor of Business (Accounting/Finance) from Charles Sturt University. Paul 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Business (Accounting/Finance)
Charles Sturt University
2010
Diploma of Financial Services
Kaplan Professional Education
2012
Taxation Planning
Kaplan
2018
Advanced Diploma of Financial Planning
Kaplan Professional Education
Registration History
Superannuation advice excludes advice in relation to Self-Managed Super Funds
GUARDIANFP PTY LIMITED
Superannuation excludes SMSF Advice
Source: ASIC Financial Advisers Register