Steven Jeremy Bott – Financial Adviser

Adviser identifying number: 356302
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: FINANCIAL WISDOM LIMITED
Licence number: 231138
Licensee’s ABN: 70006646108
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 03/10/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL WISDOM LIMITED
Authorised Representative identifying number: 231138
Authorised Representative’s ABN: 70006646108

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:

• Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
• Bachelor of Commerce and Administration (Honours) – Victoria University of Wellington
• Bachelor of Commerce and Administration – Victoria University of Wellington
• Diploma of Financial Services (Financial Planning) – Kaplan Professional

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Steven Jeremy Bott 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