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:
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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: