Financial Advisor
Current
Oct 2022 - Present
AeroLeads people directory · profile
Jonathon Pugliese Email & Phone Number
Financial Advisor
at
Llenpart Financial
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Greater Melbourne Area, Australia
Who is Jonathon Pugliese? Overview
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Quick answer
Jonathon Pugliese is listed as Financial Advisor at Llenpart Financial, based in Greater Melbourne Area, Australia. AeroLeads shows a matched LinkedIn profile for Jonathon Pugliese.
Jonathon Pugliese previously worked as Associate Adviser at Fundzcorp Financial Services and Business Development Manager/ Senior Paraplanner at Australian Financial Advisers Group. Jonathon Pugliese holds Fasea Financial Advisor Exam, Financial Planning And Services, Pass from Fasea Standards Authority.
Company email context
Email format at Llenpart Financial
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Llenpart Financial
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Profile bio
About Jonathon Pugliese
Experienced Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Personal Insurance, Retirement Planning, Debt Management, Cash Flow and Estate Planning. Committed to work closely with clients, to take the time to work with them to clearly understand what their personal and financial goals are and how they can be achieved.Providing tailor made financial advice and to ensure clients receive clear direction and guidance along their journey in overcoming any challenges and making their goals a reality.
Listed skills include Financial Advisory, Financial Services, Financial Planning, Investments, and 19 others.
Current workplace
Jonathon Pugliese's current company
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5 roles
Jonathon Pugliese work experience
A career timeline built from the work history available for this profile.
Associate Adviser
Oct 2016 - Oct 2022
Business Development Manager/ Senior Paraplanner
At Australian Financial Advisers Group we understand that your dreams are important to you and that you are committed to achieving them. We are also committed to your dreams and take the time to work with you to clearly understand your current situation and future aspirations.We will identify your goals, challenges, opportunities and vision, giving you a clear understanding of the journey in front of you.We will illustrate the options available to you and using financial modelling tools, develop personalised financial solutions that are clear and simple to understand.The financial plan will be based on your future aspirations and tailored accordingly. The plan will provide you with strategic solutions that empower you to take control over your financial future, giving you the ability to enjoy the dreams you have aspired to.We will continue to assist you along life’s journey by providing you with regular reviews of your situation ensuring the financial plan still satisfies identified goal and aspirations.With a highly qualified team of financial professionals, the Australian Financial Advisers Group is able to provide financial advice to all members of the community. We believe every demographic can benefit from some form of financial advice, either to improve your circumstances or to help you overcome life's challenges.
Oct 2011 - Oct 2016
Client Service Officer
Feb 2011 - Jan 2012
Sales Assistant
Roger David
Apr 2007 - Dec 2011
4 education records
Jonathon Pugliese education
Fasea Financial Advisor Exam, Financial Planning And Services, Pass
Fasea Standards Authority
Diploma Of Financial Services (Financial Planning)
Kaplan Professional
Education record
St.Bernards College
Bachelor Of Business (Financial Risk Management), Finance, Economics, Business
FAQ
Frequently asked questions about Jonathon Pugliese
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What company does Jonathon Pugliese work for?
Jonathon Pugliese works for Llenpart Financial.
What is Jonathon Pugliese's role at Llenpart Financial?
Jonathon Pugliese is listed as Financial Advisor at Llenpart Financial.
Where is Jonathon Pugliese based?
Jonathon Pugliese is based in Greater Melbourne Area, Australia while working with Llenpart Financial.
What companies has Jonathon Pugliese worked for?
Jonathon Pugliese has worked for Llenpart Financial, Fundzcorp Financial Services, Australian Financial Advisers Group, Hume City Council, and Roger David.
How can I contact Jonathon Pugliese?
You can use AeroLeads to view verified contact signals for Jonathon Pugliese at Llenpart Financial, including work email, phone, and LinkedIn data when available.
What schools did Jonathon Pugliese attend?
Jonathon Pugliese holds Fasea Financial Advisor Exam, Financial Planning And Services, Pass from Fasea Standards Authority.
What skills is Jonathon Pugliese known for?
Jonathon Pugliese is listed with skills including Financial Advisory, Financial Services, Financial Planning, Investments, Strategic Financial Planning, Finance, Insurance, and Superannuation.
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