Financial Adviser
· SYDNEY, NSW
James Bonamy
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006434
James Bonamy is a financial adviser based in Sydney, New South Wales, with 25 years of experience in the financial services industry since 2001. James is currently authorised under Australian Executor Trustees Limited, operating through Australian Executor Trustees. James holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). James's qualifications include a Certified Financial Planner from FAAA. James is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Commerce (Finance & Economics)
University of Wollongong
2003
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2008
Certified Financial Planner
FAAA
2011
SMSF Specialist Adviser
SMSF Association
2020
Financial Adviser Exam
FASEA
2024
Accredited Listed Product Adviser Program
Kaplan Professional
Registration History
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only.
TYNAN MACKENZIE PTY LTD
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register