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Bongiorno Wealth Management Pty ltd

AFS License Number
345313
Name
Bongiorno Wealth Management Pty ltd
ABN/ACN/ARBN
133111369
Licensee issued
June 9, 2010
Address
Melbourne, 3004, VIC

Licence conditions

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.

Location

Advisers

NameFirst provided adviceQualification and trainings
 Aaron Jen Keat Chew2011Advanced Diploma of Financial Services (Financial Planning) - International Institute of Technology Pty Ltd (IIT) ~ Bachelor of Commerce (Accounting and Finance) - The University of Sydney ~ Bachelor of Laws - The University of Sydney ~ Diploma of Financial Services (Financial Planning) - Mentor Education Pty Ltd ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education
 Anthony Samuel Bongiorno1963Bachelor of Commerce - University of Melbourne ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ SMSF Specialist Advisor - Self Managed Super Fund Association (formerly SPAA)
 Benedict Jack Peter Bongiorno2011Bachelor of Commerce (Economics, Marketing) - Deakin University ~ Certificate IV in Finance & Mortgage Broking - Australis College (formerly Intellitrain) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ Master of Financial Planning - Deakin University
 Blake John Mckeown2018Bachelor of Business Administration with Bachelor of Laws - Macquarie University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional Education ~ Diploma of Financial Planning - Kaplan Professional Education
 Brett Charles Kimmorley1993Bachelor of Business (Accounting) - University of Technology Sydney ~ CPA Program - CPA Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University
 Dimitrios Tsirtsakis1998Bachelor of Business (Accounting) - Chisholm Institute of Technology ~ Certificate IV in Finance & Mortgage Broking - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education
 Helen Cheng2004Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Bachelor of Business (Accounting) - RMIT ~ CFP Certification Program - Financial Planning Association of Australia ~ CPA Program - CPA Australia ~ Graduate Diploma of Business Information Technology - Swinburne University
 Helen Margaret Lloyd2011Certificate IV in Finance & Mortgage Broking - Australis College (formerly Intellitrain) ~ Certificate IV in Financial Planning - Kaplan Professional Education (formerly Integratec)
 Hui Lin Franklin2015Bachelor of Commerce (Accounting) Hons - University of New South Wales ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education
 James David Brescia2010Accredited Aged Care Professional - Aged Care Steps ~ Bachelor of Commerce (Financial Planning) - University of Wollongong ~ CFP Certification Program - Financial Planning Association of Australia ~ Foundation Tax Course - The Taxation Institute Australia
 Katie Sokolowska2018Bachelor of Business (Financial Management) - La Trobe University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education
 Loretta Anne Hill1998Bachelor of Business - Bendigo College of Advanced Education ~ CPA Program - CPA Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education
 Luigi Iacullo1996Bachelor of Economics (Acc) - Macquarie University ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ SMSF Specialist Advisor - Self Managed Super Fund Association (Formerly SPAA)
 Magdaline Askitis1998Bachelor of Business (Accounting) - Victoria University of Technology ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional Education ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education
 Margaret Erica Mckenzie Mote1998Certificate IV in Finance & Mortgage Broking - Australis College (formerly Intellitrain) ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ Graduate Diploma of Applied Finance & Investment - FINSIA (formerly Securities Institute of Australia)
 Matthew Hartley Homewood2016Bachelor of Arts - University of Melbourne ~ Bachelor of Commerce - University of Melbourne ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education
 Matthew Paul Doolan2016Bachelor of Business (Accounting) - Swinburne University ~ CPA Program - CPA Australia ~ Diploma of Financial Planning - Pinnacle Financial Services Academy Pty Ltd
 Michael Leonard Waycott2008Bachelor of Commerce (Accounting) - Deakin University ~ Certificate IV in Finance & Mortgage Broking - Kaplan Professional Education ~ Diploma of Financial Services (Financial Planning) - PS146 Training Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education
 Mitchell Mark Mckeown2015Bachelor of Business (Accounting, Marketing) - Macquarie University ~ Certificate IV in Finance and Mortgage Broking - Kaplan Professional Education ~ Diploma of Financial Planning - Pinnacle Financial Services Academy
 My-vi DU2018Bachelor of Business (Accounting and Financial Planning) - University of Technology Sydney ~ CA Program - CA ANZ ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education
 Nicholas John Fennessy2002Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Bachelor of Business Management (Accounting, Economics) - RMIT ~ Certificate IV in Finance & Mortgage Broking - Australis College (formerly Intellitrain) ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education
 Patrick Malone2018Advanced Diploma of Financial Planning - RG146 Mentor Education Group ~ Graduate Certificate in Financial Planning - Griffith University
 Paul Laurence Fox1996Bachelor of Commerce - University of Tasmania ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University ~ Master of Taxation - University of Melbourne
 Ricky Francis Caldow2009Bachelor of Commerce (Accounting, Financial Planning) - Deakin University ~ Certificate IV in Finance & Mortgage Broking - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education
 Sarah Catharine Thorburn2003Bachelor of Commerce - University of Melbourne ~ CPA Program - CPA Australia ~ Introduction to Financial Planning, Risk Management and Insurance Planning - Financial Planning Association of Australia ~ Superannuation & Retirement Planning, Investment Planning I - CCH Learning (formerly Australian Institute of Financial Studies)
 Simon Akiki2015Bachelor of Business (Accounting) - Australian Catholic University ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Graduate Diploma of Chartered Accounting - The Institute of Chartered Accountants in Australia
 Stephanie Pamela Maroun2018Bachelor of Business (Finance and Management) - University of Technology Sydney ~ Diploma of Financial Planning - Mentor Education ~ Economic and Legal Context for Financial Planning - Kaplan Professional Education ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education
 Steven James Wilkie2004Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Bachelor of Economics (Accounting) - Charles Sturt University ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ Financial Planning Proper Authority Course - Securities Institute/The Institute of Chartered Accountants in Australia ~ PS 146 Compliance Program - Securities - Securities Institute
 Sue-ellen Hogan2003Certificate IV in Financial Planning - Kaplan Professional Education (formerly Integratec)
 Thomas Michael Will2018Diploma of Financial Planning - Kaplan Professional
 Tony Jabbour2015Bachelor of Commerce (Accounting) - Macquarie University ~ Certificate IV in Finance & Mortgage Broking - Kaplan Professional Education ~ Diploma of Financial Planning - Pinnacle Financial Services Academy ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ Graduate Diploma of Chartered Accounting - Chartered Accountants ANZ
 Vanessa Margaret Smith2008Advanced Diploma of Financial Services (Financial Planning) - Kaplan Professional Education ~ Bachelor of Business (Accounting) - Swinburne University ~ CFP Certification Program - Financial Planning Association of Australia ~ Certificate IV in Finance & Mortgage Broking - Kaplan Professional Education
 Vincent Lagana1993Bachelor of Business - UTS ~ CPA Program - CPA Australia ~ Certified Financial Planner - Financial Planning Association of Australia ~ Diploma of Financial Planning - Deakin University
 Warren Troy Davis2008Bachelor of Commerce (Accounting, Finance) - University of Tasmania ~ CPA Program - CPA Australia ~ Ethics and Professionalism in Financial Advice - Kaplan Professional Education ~ Master of Business Administration - Deakin University
 Wei Ling HO2014Bachelor of Commerce - University of Sydney ~ Chartered Accountants Program - Chartered Accountants Australia and New Zealand ~ Diploma of Financial Planning - Kaplan Professional Education ~ Master of Accounting - UTS