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