Sergio Paul Bonnici – Financial Adviser

Adviser identifying number: 416585
Status: Ceased
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: 19/01/2012
The date the Financial Adviser ceased the appointment: 22/08/2016
Name of the Authorised Representative: WPB CONSULTING GROUP PTY LTD
Authorised Representative identifying number: 000235600
Authorised Representative’s ABN: 41971757193

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: