James Bonamy
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006434
- Location
- Sydney NSW 2000
- Licensee
- Australian Executor Trustees Limited (AFSL 240023)
- Authorised since
- 19 April 2024
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce (Finance & Economics), University of Wollongong (1998); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2003); Certified Financial Planner, FAAA (2008); SMSF Specialist Adviser, SMSF Association (2011); Financial Adviser Exam, FASEA (2020); Accredited Listed Product Adviser Program, Kaplan Professional (2024)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About James Bonamy
On the Financial Advisers Register kept by ASIC, James Bonamy appears as a current financial adviser in Sydney, New South Wales, adviser number 001006434.
James provides advice as an authorised representative of Australian Executor Trustees Limited, which holds Australian financial services licence 240023. That authorisation dates from 19 April 2024.
According to the register, James first provided financial advice in 2001. The qualifications listed for James include Bachelor of Commerce (Finance & Economics) (University of Wollongong, 1998), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2003) and Certified Financial Planner (FAAA, 2008). James is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance and government debentures, stocks and bonds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Bonamy a registered financial adviser?
Yes. James Bonamy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006434.
Which licensee does James Bonamy work under?
Australian Executor Trustees Limited, Australian financial services licence 240023.
What can James Bonamy give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; government debentures, stocks and bonds.