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:
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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: