MARIA LOUISE DOYLE


Licensee: BONGIORNO WEALTH MANAGEMENT PTY LTD

MARIA LOUISE DOYLE (Adviser# 001005038) 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 January 25, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name MARIA LOUISE DOYLE
Adviser Number 001005038
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2009
Financial Service (AFS) Licence Licence# 000345313
BONGIORNO WEALTH MANAGEMENT PTY LTD
Adviser Start Date 2018-01-25
Appointing Representative Name BONGIORNO WEALTH MANAGEMENT PTY LTD
Appointing Representative Number 000345313
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • MARIA LOUISE DOYLE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Deposit Payment Non Cash 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 Services (Financial Planning) Kaplan
Diploma of Financial Services (Financial Planning) Kaplan
Margin Lending and Geared Investments Kaplan
Self Managed Superannuation Funds Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000345313 BONGIORNO WEALTH MANAGEMENT PTY LTD 2018-01-25 - BONGIORNO WEALTH MANAGEMENT PTY LTD
000234527 AUSTRALIA AND NEW ZEALAND BANKING GROUP 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.
2014-08-29 - 2018-01-12 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
000233714 WESTPAC BANKING CORPORATION
Licence controlled by: WESTPAC BANKING CORPORATION
2012-01-09 - 2014-07-14
000234527 AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
2009-02-23 - 2012-01-06

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.