Jonathon Pugliese

Fundzcorp Financial Services

Silver
5 Yrs Experience
Preston, VIC 3072
At Fundzcorp Financial Services we are committed to work closely with our clients, to take the time to work with you to clearly understand what your personal and financial goals are and how they can be achieved. With all my clients I remain passionate in providing tailor made financial advice and to ensure clients recieve clear direction and guidance along their journey in overcoming any challenges and making their goals a reality.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 5
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Fundzcorp Financial Services

157 High Street
Preston, VIC 3072

Licensed by

Professional Investment Services Pty Ltd

AFSL 234951

4.85
5 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"' Jonathon helped set up my Super Funds and Income Protection and Insurances. Halved the amount of fees i was paying in the process, even did this through a difficult time. Confident i am on the right path."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been getting help from Jonathon with my TAL insurance and he has been amazing,always contactable and very thorough with his work.I have listened to his advice and am so much better off with my benefits keeping me away from the worries in relation to incoming money.l have been through a lot of health issues and am lucky to have the right man next to me. Thanks for everything mate."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Jonathon was very helpful with our transition into retirement and setting up a Superannuation Pension Plan. His advise was both clear and easy for us to understand going forward We would happily recommend his services"

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jonathan has provided advice to my husband and I with respect to superannuation and insurance. Jonathon is highly experienced, explains things very clearly, helped save thousands in fees and also helped us protect our superannuation funds balances through the appropriate investment options aligned to our risk profiles. Jonathon responds quickly to all our queries and makes time to catch up whenever required. We are very happy with Jonathon’s services and friendly attitude and we highly recommend him."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jonathon performed a full review of my financial situation and was able to provide recommendations on the best options available to me for Insurance and Super. He is very knowledgeable and extremely helpful."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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