NICHOLAS JOHN FENNESSY


Licensee: BONGIORNO WEALTH MANAGEMENT PTY LTD

NICHOLAS JOHN FENNESSY (Adviser# 000330382) 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 July 1, 2010.

Adviser Overview

Register Name Financial Advisers
Adviser Name NICHOLAS JOHN FENNESSY
Adviser Number 000330382
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2002
Financial Service (AFS) Licence Licence# 000345313
BONGIORNO WEALTH MANAGEMENT PTY LTD
Adviser Start Date 2010-07-01
Appointing Representative Name BONGIORNO WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000345313
Memberships Financial Planning Association of Australia (FPA)
Institute of Public Accountants (IPA)

Authorisations to provide financial product advice

  • NICHOLAS JOHN FENNESSY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Planning Pinnacle Financial Services Academy
Bachelor of Business Management (Accounting, Economics) RMIT
Certificate IV in Finance & Mortgage Broking Australis College (formerly Intellitrain)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000345313 BONGIORNO WEALTH MANAGEMENT PTY LTD 2010-07-01 - BONGIORNO WEALTH MANAGEMENT PTY LTD
000238977 BONGIORNO FINANCIAL ADVISERS PTY LTD
Licence controlled by: BONGIORNO MANAGEMENT SERVICES PTY. LTD.
2008-09-26 - 2010-07-01 NICHOLAS JOHN FENNESSY

Licensee Information

Licence Name BONGIORNO WEALTH MANAGEMENT PTY LTD
Licence Number 000345313

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Dataset Information


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.