Nick Fennessy

Bongiorno Group

Platinum
20 Yrs Experience
Melbourne, VIC 3004
Nick joined the Bongiorno Group in 2008 and provides specialist advice to specialist doctors and dentists. With a Bachelor of Business Management (majoring in Accounting and Finance), an Advanced Diploma in Financial Services, as well as many other professional qualifications, Nick is also a member of the Financial Planning Association of Australia. Nick has travelled to over 50 countries!

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 1
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Bachelor of Business (Accounting and Economics)
  • Language spoken
    • English

Bongiorno Group

Level 2, 431 St Kilda Road
Melbourne, VIC 3004

Licensed by

Bongiorno Group

AFSL 345313

4.90
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.50
Likely to recommend
Showing review 1 of 1

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5.00

"Nick has given me advice in areas including tax strategies, income Protection and life insurance, getting loans for properties, super funds and managing debt. Nick has always been able to explain things to me in a clear way. Through Nick's knowledge and experience, I feel very comfortable and extremely confident that the advice given was right for my needs. I’ve always received Nick's full care and attention when I needed it particularly after hours and even on weekends"

  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Australis College
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2010

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Bachelor of Business (Accounting and Economics)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
1997

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Institute of Public Accountants (IPA)

Membership type
Associate
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