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