James Bonamy – Financial Adviser

Adviser identifying number: 1006434
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: IPAC SECURITIES LIMITED
Licence number: 234656
Licensee’s ABN: 30008587595
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 02/12/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: IPAC SECURITIES LIMITED
Authorised Representative identifying number: 234656
Authorised Representative’s ABN: 30008587595

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 (Finance & Economics) – University of Wollongong
• Bachelor of Commerce (Finance & Economics) – University of Wollongong
• Diploma of Financial Planning – Financial Planning Association (FPA)
• Diploma of Financial Planning – Financial Planning Association (FPA)

Relevant memberships of professional bodies or industry associations:

• CFP – Certified Financial Planner (FPA)
• CFP – Certified Financial Planner (FPA)
• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)
• SMSF Association (SPAA)
• SMSF Association (SPAA)
• SSA – SMSF Specialist Accreditation (SPAA)
• SSA – SMSF Specialist Accreditation (SPAA)

James Bonamy 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
• Securities
• Superannuation