Financial Adviser · MELBOURNE, VIC

Jason Hugo

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 001005416

Currently at

Melbourne, VIC

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Jason Hugo is a financial adviser based in Melbourne, Victoria, with 18 years of experience in the financial services industry since 2008. Jason is currently authorised under Br Advice, operating through Blue Rock Private Wealth. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA) / Deakin University. Jason 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

2006

Master of Business Adminstration

Swinburne University

2008

Diploma of Financial Services (Financial Planning)

FINSIA

2017

Certified Financial Planner (CFP)

Financial Planning Association (FPA) / Deakin University

Registration History

Br Advice Pty Ltd

Jul 2023 - Present Current

Psk Advisory Services Pty Ltd

Aug 2022 - Jun 2023 Ceased

One off licensee approval is required for all products which are either not on the approved product list or derivatives.

Psk Advisory Services Pty Ltd

Feb 2022 - Jul 2022 Ceased

One off licensee approval is required for all products which are either not on the approved product list or derivatives.

WEALTH MARKET PTY LTD

Jan 2018 - Dec 2021 Ceased

Commonwealth Private Limited

May 2013 - Oct 2017 Ceased

National Australia Bank Limited

Jun 2008 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register