Yanish Geerdharry
BONGIORNO WEALTH MANAGEMENT PTY LTD · Melbourne VIC 3004 · Advising since 2011
- 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
- 001002360
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- BONGIORNO WEALTH MANAGEMENT PTY LTD · AFSL 345313Since 4 December 2023
- Principal business address
- Melbourne VIC 3004
- First year providing advice
- 2011
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- 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.
- Non-basic deposit products
- Derivatives
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- 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.
- CURRENTDec 2023 – presentBONGIORNO WEALTH MANAGEMENT PTY LTD · AFSL 345313
- CEASEDAug 2021 – Feb 2022CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDJun 2020 – Jul 2021AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDMar 2020 – Jun 2020MILLENNIUM 3 FINANCIAL SERVICES PTY LTD · AFSL 244252
- CEASEDMay 2011 – Nov 2019ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD · AFSL 258853
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
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education · 2025 · Bridging Course - Ethics
CFP Certification Program
Financial Advice Association of Australia Limited · 2016 · Professional Designations
Master of Business Administration
Deakin University · 2016 · Masters Degree (AQF 9)
Advanced Diploma of Financial Planning
Kaplan Professional Education · 2013 · Advanced Diploma (AQF 6)
Postgraduate Diploma in Commerce (Taxation)
Curtin University of Technology · 2009 · Graduate Diploma (AQF 8)
Bachelor of Commerce (Accounting and Finance)
Curtin University of Technology · 2008 · 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 Yanish Geerdharry claims the profile.
Reviews
Not yet reviewed
No client has reviewed Yanish Geerdharry on Souffle yet.
Contacting Yanish Geerdharry
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
BONGIORNO WEALTH MANAGEMENT PTY LTD · AFSL 345313
- 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 Yanish Geerdharry 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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