JEFFREY BONNICI
Financial Adviser · Carlton, VIC
📚 Qualifications & Training
2010 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University of Technology
2015 - FNS50611 Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd
2016 - Accredited Listed Product Adviser Program - Other - Kaplan Education Pty Ltd
2016 - FNS60415 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute Pty Ltd
2016 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd
2017 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Education Pty Ltd
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board
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.