Financial Adviser · OSBORNE PARK, WA

Steven Harry Pugh

OSBORNE PARK, WA

38 Years experience

Tax advice
authorised

ASIC Registered · ADV 000245154

Currently at

Abc Financial Advisors

Bundall, QLD (firm address)

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Steven Harry Pugh is a financial adviser based in Osborne Park, Western Australia, with 38 years of experience in the financial services industry since 1988. Steven is currently authorised under Professional Investment Services, operating through Abc Financial Advisors. Steven holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steven's 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

Professional Investment Services Pty Ltd

Dec 2007 - Present Current

Source: ASIC Financial Advisers Register