BONGIORNO WEALTH MANAGEMENT PTY LTD


Address: Melbourne, VIC 3004, Australia

BONGIORNO WEALTH MANAGEMENT PTY LTD (Licence# 000345313) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is June 9, 2010.

Service Overview

Register Name AFS Licence
Licence Name BONGIORNO WEALTH MANAGEMENT PTY LTD
Licence Number 000345313
Licence ACN 133111369
Issue Date 2010-06-09
Locality MELBOURNE
State VIC
Postcode 3004
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • deposit and payment products including:
      • basic deposit products;
      • deposit products other than basic deposit products; and
      • non-cash payment products;
    • derivatives;
    • debentures, stocks or bonds issued or proposed to be issued by a government;
    • life products including:
      • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
      • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
    • interests in managed investment schemes including:
      • investor directed portfolio services;
      • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
      • securities;
      • standard margin lending facility; and
      • superannuation; and
  • deal in a financial product by:
    • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
      • deposit and payment products including:
        • basic deposit products;
        • deposit products other than basic deposit products; and
        • non-cash payment products;
      • derivatives;
      • debentures, stocks or bonds issued or proposed to be issued by a government;
      • life products including:
        • investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
        • life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
      • interests in managed investment schemes including:
        • investor directed portfolio services;
        • retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
        • securities;
        • standard margin lending facility; and
        • superannuation; and
    • underwriting:
      • interests in managed investment schemes; and
      • an issue of securities;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001264534 SHELLEY SHI YUN YING Current 2018-05-31
001005038 MARIA LOUISE DOYLE Current 2018-01-25
000350824 JAMES DAVID BRESCIA Current 2017-12-08
001257626 PRASADINI NISHANI SAMANTHI DE ALMEIDA Current 2017-08-22
001255721 KATHLEEN MARIE THERESE DEAN Ceased 2017-06-21
001253905 DAVID LAY Current 2017-04-18
001235048 EMMA JEAN SPRAGGON Ceased 2017-03-03
001250708 MATTHEW HARTLEY HOMEWOOD Current 2016-12-16
001246746 MATTHEW PAUL DOOLAN Current 2016-08-19
001243957 ELISABETH TA Current 2016-07-01

Office Location

Locality MELBOURNE
State VIC
Postcode 3004
Country Australia

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BOUTIQUE WEALTH AUSTRALIA PTY. LTD. 2017-05-01 Melbourne, VIC 3004, Australia
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Competitor

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Postal Code 3004

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services 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.