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: TYNAN MACKENZIE PTY LTD
Licence number: 230764
Licensee’s ABN: 94066074744
Licence controlled by: AMP LIMITED
The date the Financial Adviser commenced the appointment: 01/09/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TYNAN MACKENZIE PTY LTD
Authorised Representative identifying number: 230764
Authorised Representative’s ABN: 94066074744
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
- 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
- Old Law Securities Options Contracts and Warrants Securities