WARREN TROY DAVIS (Adviser# 000333019) 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.
| Register Name | Financial Advisers |
| Adviser Name | WARREN TROY DAVIS |
| Adviser Number | 000333019 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2008 |
| 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 |
CPA Australia (CPA) Institute of Public Accountants (IPA) SMSF Association The Tax Institute |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Commerce (Accounting, Finance) | University of Tasmania |
| CPA Program | CPA Australia |
| Certificate IV in Finance & Mortgage Broking | Kaplan Professional Education |
| MBA | Deakin University |
| Superannuation & Retirement Planning | Kaplan Professional Education |
| 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. |
2008-12-15 - 2010-07-01 | WARREN TROY DAVIS |
| Licence Name | BONGIORNO WEALTH MANAGEMENT PTY LTD |
| Licence Number | 000345313 |
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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.