James Brescia

Financial Adviser

ASIC adviser number:

000350824

Qualifications and training:

2007, Bachelor of Commerce (Financial Planning), Bachelor Degree (AQF 7), The University of Wollongong
2009, Foundation Tax Course, , The Taxation Institute Australia
2012, CFP Certification Program, Professional Designations, Financial Advice Association of Australia Limited
2015, Accredited Aged Care Professional, , Aged Care Steps
2022, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education

When adviser first provided advice:

2010

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

179 New South Head Rd.
Edgecliff NSW 2027

Website:

https://www.bongiorno.net.au/

AFS licence holder name:

Bongiorno Wealth Management Pty Ltd

AFS licence number:

000345313

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».