Joseph Anthony Bongiorno – Financial Adviser

Adviser identifying number: 250183
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1963

Name of the licence holder: BONGIORNO FINANCIAL ADVISERS PTY LTD
Licence number: 238977
Licensee’s ABN: 33058918595
Licence controlled by: BONGIORNO MANAGEMENT SERVICES PTY. LTD.

The date the Financial Adviser commenced the appointment: 26/11/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BONGIORNO FINANCIAL ADVISERS PTY LTD
Authorised Representative identifying number: 238977
Authorised Representative’s ABN: 33058918595

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 – University of Melbourne
• Certificate IV in Finance & Mortgage Broking – Australis College (formerly Intellitrain)
• PS146 Knowledge Assessment (Generic Knowledge, Financial Planning, Securities, Derivatives) – Kaplan Professional Education (formerly Integratec Training)
• PS146 Knowledge Assessment (Managed Investments, Superannuation, Core and Life Insurance) – Kaplan Professional Education (formerly Integratec Training)

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Institute of Public Accountants (IPA)
• The Tax Institute

Joseph Anthony Bongiorno 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
• Retirement Savings Account Products
• Securities
• Superannuation