JAMES BONAMY


Licensee: TYNAN MACKENZIE PTY LTD

JAMES BONAMY (Adviser# 001006434) 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 September 1, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name JAMES BONAMY
Adviser Number 001006434
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000230764
TYNAN MACKENZIE PTY LTD
Licence ABN 94066074744
Licence Controlled By AMP LIMITED
Adviser Start Date 2015-09-01
Appointing Representative Name TYNAN MACKENZIE PTY LTD
Appointing Representative Number 000230764
Appointing Representative ABN 94066074744
Memberships CFP - Certified Financial Planner (FPA)
CFP - Certified Financial Planner (FPA)
SSA - SMSF Specialist Accreditation (SPAA)
SSA - SMSF Specialist Accreditation (SPAA)
Further Restrictions One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Authorisations to provide financial product advice

  • JAMES BONAMY
  • ·
  • 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
  • ·
  • Margin Lending Facility Standard
  • ·
  • Derivative Old Law Securities Options

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce (Finance & Economics) University of Wollongong
Bachelor of Commerce (Finance & Economics) University of Wollongong
Diploma of Financial Planning Financial Planning Association of Australia (FPA)
Diploma of Financial Planning Financial Planning Association of Australia (FPA)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000230764 TYNAN MACKENZIE PTY LTD
Licence controlled by: AMP LIMITED
Further restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives.
2015-09-01 - TYNAN MACKENZIE PTY LTD
000234656 IPAC SECURITIES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
Further restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
2014-12-02 - IPAC SECURITIES LIMITED
000308953 NABINVEST CAPITAL PARTNERS PTY LIMITED
Licence controlled by: NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2010-01-01 - 2014-01-01

Licensee Information

Licence Name TYNAN MACKENZIE PTY LTD
Licence Number 000230764
Licence ABN 94066074744

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
BRENDON HEWLETT Tynan Mackenzie Pty Ltd Current 2015-11-18
GARY CHILCOTT Tynan Mackenzie Pty Ltd Current 2013-07-04
BRETT IRVINE Tynan Mackenzie Pty Ltd Current 2013-06-30
ANTOINETTE GALLUZZO Tynan Mackenzie Pty Ltd Current 2013-03-07
PETRINA RINALDO Tynan Mackenzie Pty Ltd Ceased 2012-07-09
DANIEL GARRY O'ROURKE Tynan Mackenzie Pty Ltd Current 2012-06-21
GRANT DAMIEN BROOK Tynan Mackenzie Pty Ltd Current 2011-12-21
CHRISTOPHER GEORGE KALPENOS Tynan Mackenzie Pty Ltd Current 2011-09-01
DAVID ALAN HOWELL Tynan Mackenzie Pty Ltd Current 2011-03-21
ANDREW FREDERICK HARRISON Tynan Mackenzie Pty Ltd Ceased 2010-03-15

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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.