Simon Akiki – Financial Adviser
Adviser identifying number: 1235729
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: BONGIORNO WEALTH MANAGEMENT PTY LTD
Licence number: 345313
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 24/09/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BONGIORNO WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 345313
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 of Business (Accounting) – Australian Catholic University
- Diploma of Financial Planning – Pinnacle Financial Services Academy
- Graduate Diploma of Chartered Accounting – The Institute of Chartered Accountants in Australia
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Simon Akiki is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Deposit & Payment Products – Non-Cash 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
- Securities
- Superannuation