JAMES BONAMY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1998 - Bachelor of Commerce (Finance & Economics) - Bachelor Degree (AQF 7) - University of Wollongong
2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2008 - Certified Financial Planner - Professional Designations - FAAA
2011 - SMSF Specialist Adviser - Professional Designations - SMSF Association
2020 - Financial Adviser Exam - Other - FASEA
2024 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.