David Lay – Financial Adviser

Adviser identifying number: 1253905
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

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: 18/04/2017
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:

• BBus (Acc) – RMIT
• Diploma of Financial Planning – Pinnacle Financial Services Academy

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Institute of Public Accountants (IPA)
• The Tax Institute

David Lay is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation