NICHOLAS JOHN FENNESSY

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

000330382

Registration Status

Registered

Location

Melbourne, VIC 3004

Providing Advice Since

2002

Registration Date

01/07/2010

Financial Services Licensee

BONGIORNO WEALTH MANAGEMENT PTY LTD

Licence #000345313

πŸ“š Qualifications & Training

1998 - Bachelor of Business in Business Administration - Bachelor Degree (AQF 7) - RMIT University
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2013 - Certificate IV in Finance & Mortgage Broking - Certificate (AQF 1-4) - Australis College (formerly Intellitrain)
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)

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.