Jeffrey Bonnici
Financial Adviser in Carlton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001238551
- Location
- Carlton VIC 3053
- Licensee
- Grimsey Wealth Pty Ltd (AFSL 293334)
- Authorised since
- 17 December 2018
- First provided advice
- 2015
- Qualifications
- Bachelor of Business, Swinburne University of Technology (2010); FNS50611 Diploma of Financial Planning, Kaplan Education Pty Ltd (2015); Accredited Listed Product Adviser Program, Kaplan Education Pty Ltd (2016); FNS60415 Advanced Diploma of Financial Planning, Monarch Institute Pty Ltd (2016); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2016); Tier 1 Margin Lending, Kaplan Education Pty Ltd (2017); Master of Financial Planning, Deakin University (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jeffrey Bonnici
Jeffrey Bonnici is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Carlton, Victoria (adviser number 001238551).
Jeffrey provides advice as an authorised representative of Grimsey Wealth Pty Ltd, which holds Australian financial services licence 293334. The current authorisation started on 17 December 2018.
The register records 2015 as the year Jeffrey first provided financial advice. Qualifications and training on file include Bachelor of Business (Swinburne University of Technology, 2010), FNS50611 Diploma of Financial Planning (Kaplan Education Pty Ltd, 2015) and Accredited Listed Product Adviser Program (Kaplan Education Pty Ltd, 2016). Jeffrey is recorded as a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Jeffrey is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jeffrey Bonnici a registered financial adviser?
Yes. Jeffrey Bonnici is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238551.
Which licensee does Jeffrey Bonnici work under?
Grimsey Wealth Pty Ltd, Australian financial services licence 293334.
What can Jeffrey Bonnici give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; standard margin lending.