Paul Craig Bottele – Financial Adviser
Adviser identifying number: 1000132
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD
Licence number: 418747
Licensee’s ABN: 93156051964
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/07/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD
Authorised Representative identifying number: 418747
Authorised Representative’s ABN: 93156051964
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Commerce – Wollongong University
- CA Program – Chartered Accountants
- CFP – FPA
- Foundation DFP & Diplomia Financial Services – FPA
- SMSF Specialist Advisor – SPAA
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Financial Planning Association of Australia (FPA)
- SMSF Association
Paul Craig Bottele is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility