JOSEPH ANTHONY BONGIORNO (Adviser# 000250183) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is November 26, 2010.
| Register Name | Financial Advisers |
| Adviser Name | JOSEPH ANTHONY BONGIORNO |
| Adviser Number | 000250183 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1963 |
| Financial Service (AFS) Licence |
Licence# 000238977 BONGIORNO FINANCIAL ADVISERS PTY LTD |
| Licence ABN | 33058918595 |
| Licence Controlled By | BONGIORNO MANAGEMENT SERVICES PTY. LTD. |
| Adviser Start Date | 2010-11-26 |
| Appointing Representative Name | BONGIORNO FINANCIAL ADVISERS PTY LTD |
| Appointing Representative Number | 000238977 |
| Appointing Representative ABN | 33058918595 |
| Memberships |
Association of Financial Advisers (AFA) Institute of Public Accountants (IPA) The Tax Institute |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce | University of Melbourne |
| Certificate IV in Finance & Mortgage Broking | Australis College (formerly Intellitrain) |
| PS146 Knowledge Assessment (Generic Knowledge, Financial Planning, Securities, Derivatives) | Kaplan Professional Education (formerly Integratec Training) |
| PS146 Knowledge Assessment (Managed Investments, Superannuation, Core and Life Insurance) | Kaplan Professional Education (formerly Integratec Training) |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000238977 |
BONGIORNO FINANCIAL ADVISERS PTY LTD
Licence controlled by: BONGIORNO MANAGEMENT SERVICES PTY. LTD. |
2010-11-26 - | BONGIORNO FINANCIAL ADVISERS PTY LTD |
| 000345313 | BONGIORNO WEALTH MANAGEMENT PTY LTD | 2010-07-01 - 2011-07-01 | JOSEPH ANTHONY BONGIORNO |
| 000238977 |
BONGIORNO FINANCIAL ADVISERS PTY LTD
Licence controlled by: BONGIORNO MANAGEMENT SERVICES PTY. LTD. |
2004-01-01 - 2010-07-01 | JOSEPH ANTHONY BONGIORNO |
| Licence Name | BONGIORNO FINANCIAL ADVISERS PTY LTD |
| Licence Number | 000238977 |
| Licence ABN | 33058918595 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GAJAN SUNDARAM | Bongiorno Financial Advisers Pty Ltd | Current | 2014-07-01 |
| ANTOINETTE BONGIORNO | Bongiorno Financial Advisers Pty Ltd | Current | 2011-09-30 |
| JULIE ANNE BONGIORNO | Bongiorno Financial Advisers Pty Ltd | Current | 2010-11-26 |
| ANTHONY SAMUEL BONGIORNO | Bongiorno Financial Advisers Pty Ltd | Ceased | 2010-11-26 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| GAJAN SUNDARAM | Bongiorno Financial Advisers Pty Ltd | Current | 2014-07-01 |
| ANTOINETTE BONGIORNO | Bongiorno Financial Advisers Pty Ltd | Current | 2011-09-30 |
| JULIE ANNE BONGIORNO | Bongiorno Financial Advisers Pty Ltd | Current | 2010-11-26 |
| ANTHONY SAMUEL BONGIORNO | Bongiorno Financial Advisers Pty Ltd | Ceased | 2010-11-26 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.