TONY PETER BONIELLO

Financial Adviser · Wantirna South, VIC

Registered

Registration Number

000242646

Registration Status

Registered

Location

Wantirna South, VIC 3152

Providing Advice Since

1995

Registration Date

01/02/2022

Financial Services Licensee

MOMENTUM WEALTH MANAGEMENT CORPORATION PTY LTD

Licence #000454895

ABN (Australian Business Number)

26326299477

📚 Qualifications & Training

2001 - Certified Financial Planner - - FPA
2001 - Diploma of Finacial Planning - - Deakin University
2011 - margin Lending & Geared Investment - - Kaplan
2013 - Kaplan SMSF Course - - Kaplan
2014 - Kaplan Securities Course and ALPA - - Kaplan

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)

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.