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- Financial Advisers Australia (FAA)
- Julie Anne Bongiorno-millar
Julie Anne Bongiorno-millar
- Name
- Julie Anne Bongiorno-millar
- ID
- 270467
- ABN
- –
- First Provided Advice
- 2004
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2000 - Bachelor of Commerce (Accounting, Finance) - Bachelor Degree (AQF 7) - University of Melbourne
- 2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education
- 2007 - ASX Accredited Listed Product Adviser Workshop - - ASX
- 2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional Education
- 2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional Education
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
- The Tax Institute
Licencee
- Status
- Current
- Licence Holder
- Bongiorno Financial Advisers Pty ltd (#238977)
- Commenced
- Nov. 26, 2010
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Bongiorno Financial Advisers (aust) Ltd (#238976)
- Commenced
- March 11, 2004
- Ceased
- Oct. 26, 2007
- Status
- Ceased
- Licence Holder
- Bongiorno Financial Advisers Pty Ltd (#238977)
- Commenced
- Oct. 26, 2007
- Ceased
- Sept. 30, 2010
- Status
- Ceased
- Licence Holder
- Bongiorno Wealth Management Pty Ltd (#345313)
- Commenced
- Oct. 1, 2010
- Ceased
- Sept. 7, 2012