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