Jeffrey Bonnici

Grimsey Wealth Pty Ltd

Gold
7 Yrs Experience
Melbourne, VIC 3000
Jeffrey has been working in the financial services industry since 2008 across premium banking and relationship management roles based in both London and Melbourne. Jeffrey has found his calling in providing financial advice and has been a qualified Financial Planner since 2015.   Jeffrey has extensive experience working with professionals and high net-worth individuals and provides tailored advice to meet client specific needs. Jeffrey is passionate about helping his clients reach their financial and lifestyle goals. Jeffrey’s credentials include: ·       Master of Financial Planning, Deakin University (Distinction Average) ·       Graduate Diploma of Financial Planning, Kaplan Professional  ·       Bachelor of Business, Swinburne University Jeffrey also has accreditations in Margin Lending, Listed Products, Self-Managed Super Funds and has successfully completed the FASEA ethics exam.  Jeffrey is a member of the Financial Planning Association of Australia and is registered with the Tax Practitioners Board as a Tax (Financial) Adviser. Jeffrey is currently completing the Certified Financial Planner® (CFP) certificate and is volunteering with the Cancer Council by providing pro bono financial advice for terminally ill patients. Jeffrey lives with his wife Sarah in the bayside suburb of Balaclava and enjoys dining out, exercising, reading investment-based books, long-distance running, supporting the Essendon Football Club and spending time with his family and friends.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 8
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Grimsey Wealth Pty Ltd

Level 2, 766 Elizabeth Street
Melbourne, VIC 3000

Licensed by

Grimsey Wealth Pty Ltd

AFSL 293334

4.90
8 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—8 of 8

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4.75

"Jeffrey is very knowledgeable and has helped boost my confidence regarding the management of my finances. He is patient and his clear explanation made it easy to pick the right service for me. I would highly recommend his services."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jeffrey’s has provided accurate, timely and clear information on a variety of financial and insurance issues since I’ve joined Grimsey. Jeffrey’s experience and knowledge has been an enormous help in setting myself up financially for the future and I highly recommend his services."

  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jeff has been advising me for around 2 years now, and given the volatile events in the economy, Jeff has kept me grounded - advice that I'm glad I took. His advice is backed by experience and also research which means I can understand the logic of it. This makes me very comfortable with his advice and the decision I need to make. It was also good that from taking over as my adviser he didn't request to make rash changes, or try to prove he had better ideas - took a solid look at my strategies and we have made ongoing subtle changes so I know that any changes are measured and fit for me. Looking forward to continuing to work with him."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jeffrey is great. Very accessible with great financial advice and good explanations"

  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Jeffrey was introduced to us by Grimsey Wealth after we decided to renew our association with them. He has been a great support through his advice and approach to guiding our investment strategy, explaining the best options for us with superannuation and shares. He is always attentive and provides professional, friendly advice, that has proved to be most effective in significantly increasing the value of our current portfolio and financial situation. We would have no reservations in recommending him to anyone seeking a quality outcome from a financial adviser."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jeffrey is reliable and well knowledges and helpful"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jeffrey is a true professional that has assisted me expertly throughout gaining multiple insurance products. He is incredibly knowledgable and provides an excellent comprehensive service. I am very happy with my personalised insurance products that he has spent a considerable about of time tailoring to my specific needs. Highly recommend Jeffrey!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Jeffrey has given me advice about income protection, mortgages and shares. Jeffrey has very sound knowledge and knows who to refer me to when appropriate. I would high recommend Jeffrey to anyone I know."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
Deakin University
Completed
2020

ASX Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Swinburne University of Technology
Completed
2010

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2016

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Tax Practitioners Board (TPB)

Membership type
Member
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