Financial Adviser
· BORONIA, VIC
Laurence Bonnici
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000427583
Laurence Bonnici is a financial adviser based in Boronia, Victoria, with 26 years of experience in the financial services industry. Laurence is currently authorised under Shartru Wealth Management Pty Ltd. Laurence holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting) from Footscray Institute of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1989
Bachelor of Business (Accounting)
Footscray Institute of Technology
2000
Financial Planning & Wealth Creation
Securities Institute
2001
Superannuation: Advice & Regulation, Risk Management & Insurance Products
Securities Institute
2003
Fundamentals of Securities, Derivatives & Advising Practice
Securities Institute
2016
Diploma of Financial Planning
Mentor Education
Registration History
ELDERS FINANCIAL PLANNING PTY LTD
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
AFFINIA FINANCIAL ADVISERS PTY LTD
A.C.N. 133 593 012 PTY LTD
Source: ASIC Financial Advisers Register