Dorian Bontempelli
Financial Adviser in Canberra, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005458
- Location
- Canberra ACT 2601
- Licensee
- Jbwere Ltd (AFSL 341162)
- Authorised since
- 29 October 2009
- First provided advice
- 1998
- Qualifications
- Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA), Kaplan Higher Education Pty Limited (1999); Foreign Exchange Accreditation, SAFAA (2019); Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, foreign exchange contracts
- Restriction
- Superannuation - Can only advise on a person's existing holding in a superannuation product
- Tax (financial) advice
- Yes
- Register status
- Current
About Dorian Bontempelli
Dorian Bontempelli is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Canberra, Australian Capital Territory (adviser number 001005458).
Dorian provides advice as an authorised representative of Jbwere Ltd, which holds Australian financial services licence 341162. The current authorisation started on 29 October 2009.
The register records 1998 as the year Dorian first provided financial advice. The qualifications listed for Dorian include Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA) (Kaplan Higher Education Pty Limited, 1999), Foreign Exchange Accreditation (SAFAA, 2019) and Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2020).
Dorian is authorised to advise on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation – Can only advise on a person’s existing holding in a superannuation product.”
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Questions people ask
Is Dorian Bontempelli a registered financial adviser?
Yes. Dorian Bontempelli is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005458.
Which licensee does Dorian Bontempelli work under?
Jbwere Ltd, Australian financial services licence 341162.
What can Dorian Bontempelli give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; foreign exchange contracts. It also records this restriction: "Superannuation - Can only advise on a person's existing holding in a superannuation product."