Benedict Jack Peter Bongiorno – Financial Adviser
Adviser identifying number: 413949
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: BONGIORNO WEALTH MANAGEMENT PTY LTD
Licence number: 345313
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 16/11/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BONGIORNO WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 345313
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Commerce (Economics, Marketing) – Deakin University
- Certificate IV in Finance & Mortgage Broking – Australis College (formerly Intellitrain)
- Master of Financial Planning – Deakin University
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Benedict Jack Peter Bongiorno is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility