JAMES DAVID BRESCIA (Adviser# 000350824) 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 December 8, 2017.
| Register Name | Financial Advisers |
| Adviser Name | JAMES DAVID BRESCIA |
| Adviser Number | 000350824 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2010 |
| Financial Service (AFS) Licence |
Licence# 000345313 BONGIORNO WEALTH MANAGEMENT PTY LTD |
| Adviser Start Date | 2017-12-08 |
| Appointing Representative Name | BONGIORNO WEALTH MANAGEMENT PTY LTD |
| Appointing Representative Number | 000345313 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Aged Care Professional | Aged Care Steps |
| Bachelor of Commerce (Financial Planning) | University of Wollongong |
| CFP Certification Program | FPA |
| Foundation Tax Course | The Taxation Institute Australia |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000345313 | BONGIORNO WEALTH MANAGEMENT PTY LTD | 2017-12-08 - | BONGIORNO WEALTH MANAGEMENT PTY LTD |
| 000233714 |
WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION |
2017-07-25 - 2017-11-15 | WESTPAC BANKING CORPORATION |
| 000240975 |
EQUITY TRUSTEES LIMITED
Licence controlled by: EQT Holdings Limited |
2015-01-08 - 2015-05-27 | EQUITY TRUSTEES LIMITED |
| 000231138 |
FINANCIAL WISDOM LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA |
2013-06-29 - 2015-01-02 | JAMES DAVID BRESCIA |
| 000236839 | W B FINANCIAL MANAGEMENT PTY LTD | 2011-08-19 - 2013-06-28 | JAMES DAVID BRESCIA |
| 000334400 |
SPECTRUM WEALTH ADVISERS PTY LTD
Licence controlled by: Freedom Insurance Group Pty Ltd |
2010-04-27 - 2011-05-20 | JAMES DAVID BRESCIA |
| 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.