James Bonamy – Financial Adviser
Adviser identifying number: 1006434
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: NABINVEST CAPITAL PARTNERS PTY LIMITED
Licence number: 308953
Licensee’s ABN: 44106427472
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/01/2010
The date the Financial Adviser ceased the appointment: 01/01/2014
Name of the Authorised Representative:
Authorised Representative identifying number:
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 (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: