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Showing 1 - 4 of 4 results for "Bongiorno Financial Advisers"

Former adviser charged with fraud

KERRIE SYDEE  |  TUESDAY, 5 JUL 2016
... representative for Professional Investment Services in Bundall and was also an authorised representative at Bongiorno Financial Advisers (in liquidation). In 2014, Birk ended his roles with Sa & Brik Accountants, the Carter Group and his authorised representative ...

ASIC recovers $24m for Westpoint victims

ASIC RELEASE  |  FRIDAY, 17 SEP 2010
... reached by ASIC over the past 12 months were with Professional Investment Services ($5.9 million); Bongiorno Financial Advisers and Bongiorno Financial Advisers (Aust) ($2.6 million) and State Trustees ($13.5 million). A settlement agreement with Joseph ...

Westpoint investors win $13.5m compensation

ASIC RELEASE  |  THURSDAY, 4 MAR 2010
... Court following settlements with Masu Financial Management, Professional Investment Services and Bongiorno Financial Advisers and Bongiorno Financial Advisers. ASIC will distribute the settlement sum, along with interest earned, to group members who ...

ASIC bans three Westpoint planners

MICHAEL HOBBS  |  WEDNESDAY, 9 JUL 2008
... Westpoint Corporation. ASIC found Harrison failed to comply with the guidelines provided his employer; Bongiorno Financial Advisers, incorrectly disclosed the commission he received from YSM and misled clients on YSM investments. In addition, the regulator ...
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