James Bonamy
AUSTRALIAN EXECUTOR TRUSTEES LIMITED · Sydney NSW 2000 · Advising since 2001
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001006434
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- AUSTRALIAN EXECUTOR TRUSTEES LIMITED · AFSL 240023Since 19 April 2024
- Principal business address
- Sydney NSW 2000
- First year providing advice
- 2001
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Government debentures, stocks or bonds
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CEASEDApr 2024 – Sep 2025EQUITY TRUSTEES WEALTH SERVICES LIMITED · AFSL 234528
- CURRENTApr 2024 – presentAUSTRALIAN EXECUTOR TRUSTEES LIMITED · AFSL 240023
- CEASEDNov 2021 – Apr 2024RI ADVICE GROUP PTY LTD · AFSL 238429
- CEASEDMar 2021 – Jul 2021MILLENNIUM 3 FINANCIAL SERVICES PTY LTD · AFSL 244252
- CEASEDSep 2015 – Jun 2019TYNAN MACKENZIE PTY LTD · AFSL 230764
- CEASEDDec 2014 – Feb 2021PSK ADVISORY SERVICES PTY LTD · AFSL 234656
- CEASEDJan 2010 – Jan 2014MLC ASSET MANAGEMENT PTY LIMITED · AFSL 308953
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Accredited Listed Product Adviser Program
Kaplan Professional · 2024 · Other
Financial Adviser Exam
FASEA · 2020 · Other
SMSF Specialist Adviser
SMSF Association · 2011 · Professional Designations
Certified Financial Planner
FAAA · 2008 · Professional Designations
Diploma of Financial Planning
Financial Planning Association of Australia (FPA) · 2003 · Diploma (AQF 5)
Bachelor of Commerce (Finance & Economics)
University of Wollongong · 1998 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once James Bonamy claims the profile.
Reviews
Not yet reviewed
No client has reviewed James Bonamy on Souffle yet.
Contacting James Bonamy
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
AUSTRALIAN EXECUTOR TRUSTEES LIMITED · AFSL 240023
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once James Bonamy claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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