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Financial Advisers: ANDREW BONNICI Information

This is the detailed information about ANDREW BONNICI, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000222909, the year the Financial Adviser first provided advice is 2001 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:09.

Financial Adviser Number: 000222909
Financial Adviser Name: ANDREW BONNICI
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2001
Adviser Town: SOUTH KINGSVILLE
Adviser State: VIC
Adviser Country: Australia
Adviser Town: South Melbourne
Adviser Country: Australia
  1. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
    Licence Number: 000229892
    Licence ABN: 23065921735
    The company(ies) or people who control the licensee's business: Castleguard Trust
    The date the Financial Adviser commenced the appointment: 2020-06-09
    Authorised Representative Name: LIFESPAN FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 000229892
    Rep Appointed ABN: 23065921735
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Deposit & Payment Products – Non-Cash Deposit Products: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Life Products/Life Risk Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Managed Investment Schemes/MDA Services: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting) - Monash University
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Ceased
    Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
    Licence Number: 000246638
    Licence ABN: 14076093680
    The company(ies) or people who control the licensee's business: INTERPRAC LTD. ~ SEQUOIA FINANCIAL GROUP LTD ~ DOCSCENTRE PTY LTD [Date Ceased: 2017-12-15]
    The date the Financial Adviser commenced the appointment: 2015-05-25
    The date the Financial Adviser ceased the appointment: 2020-06-05
    Authorised Representative Name: INTERPRAC FINANCIAL PLANNING PTY LTD
    Authorised Representative Number: 000246638
    Rep Appointed ABN: 14076093680
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting) - Monash University
  3. Financial Adviser Status: Ceased
    Name of the licence holder: WEALTHSURE PTY LTD
    Licence Number: 000238030
    Licence ABN: 93097405108
    The date the Financial Adviser commenced the appointment: 2004-10-29
    The date the Financial Adviser ceased the appointment: 2015-03-26
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting) - Monash University
  4. Financial Adviser Status: Ceased
    Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
    Licence Number: 000326450
    Licence ABN: 59130288578
    The company(ies) or people who control the licensee's business: SENTRY GROUP PTY LTD
    The date the Financial Adviser commenced the appointment: 2015-03-27
    The date the Financial Adviser ceased the appointment: 2015-05-22
    Authorised Representative Name: JOHN HOPKINS FINANCIAL SERVICES PTY LTD
    Authorised Representative Number: 000293317
    Rep Appointed ABN: 21109346625
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce (Accounting) - Monash University

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.