DANIEL BONTEMPELLI


Licensee: AXIES PTY. LTD.

DANIEL BONTEMPELLI (Adviser# 000437213) 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 May 30, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name DANIEL BONTEMPELLI
Adviser Number 000437213
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2013
Financial Service (AFS) Licence Licence# 000339384
AXIES PTY. LTD.
Licence ABN 38136704446
Adviser Start Date 2018-05-30
Appointing Representative Name THE TRUSTEE FOR SAM PONTE TRUST
Appointing Representative Number 000436217
Appointing Representative ABN 82660434250
Memberships Association of Financial Advisers (AFA)
Further Restrictions Not authorised in SMSF

Authorisations to provide financial product advice

  • DANIEL BONTEMPELLI
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Finance La Trobe University
Certificate IV in Financial Services RMIT
Diploma of Financial services RMIT

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000339384 AXIES PTY. LTD.
Further restrictions: Not authorised in SMSF
2018-05-30 - THE TRUSTEE FOR SAM PONTE TRUST
000385827 INVESTORS DIRECT FINANCIAL PLANNING PTY LTD
Licence controlled by: INVESTORS DIRECT FINANCIAL GROUP PTY LTD
Further restrictions: Not authorised to provide SMSF advice
2017-08-09 - 2018-02-28 THE TRUSTEE FOR SAM PONTE TRUST
000237590 FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Further restrictions: Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.
2013-04-08 - 2017-07-31 FINANCIAL SERVICES PARTNERS PTY LIMITED

Licensee Information

Licence Name AXIES PTY. LTD.
Licence Number 000339384
Licence ABN 38136704446

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CARLOS MEDRANO Axies Pty. Ltd. Current 2018-08-20
JOHN ROSS CACHIA Axies Pty. Ltd. Current 2018-08-17
CHRISTOPHER SMITH Axies Pty. Ltd. Current 2018-08-17
LEVENT ALDOGAN Axies Pty. Ltd. Current 2018-08-17
DEEPTI SUBHASH ALURKAR Axies Pty. Ltd. Current 2018-07-18
PAUL HENRI DE THOUARS Axies Pty. Ltd. Current 2018-07-11
BENJAMIN JAMES COLLINS Axies Pty. Ltd. Current 2018-07-09
BENJAMIN RICKETTS Axies Pty. Ltd. Current 2018-07-06
BARRY VINCENT LYNAM Axies Pty. Ltd. Current 2018-07-06
MICHAEL CURNOW Axies Pty. Ltd. Current 2018-07-06

Competitor

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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.