Sergio Paul Bonnici – Financial Adviser
Adviser identifying number: 416585
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: MERITUM FINANCIAL GROUP PTY LTD
Licence number: 245569
Licensee’s ABN: 93106888215
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED
The date the Financial Adviser commenced the appointment: 23/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ASCOT WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 382506
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 Degree – Commerce – University of Melbourne
- Masters Degree – Financial Planning – RMIT
- Post Graduate – Chartered Financial Analyst CFA – CFA Institute
Relevant memberships of professional bodies or industry associations:
- Chartered Financial Analyst Institute (CFA)
- Financial Planning Association of Australia (FPA)
Sergio Paul Bonnici 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
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- All Securities