Jeffrey Bonnici

Grimsey Wealth Pty Ltd

9 Yrs Experience
Carlton, VIC 3053

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.


  • 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 4.95
  • Number of reviews 10
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Grimsey Wealth Pty Ltd

Ground Floor West, 32 Lincoln Square N
Carlton, VIC 3053

Licensed by

Grimsey Wealth Pty Ltd

AFSL 293334