Financial Adviser
· WOLLONGONG, NSW
Paul Craig Bottele
No disciplinary history on record with ASIC
WOLLONGONG,
NSW
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000132
Paul Craig Bottele is a financial adviser based in Wollongong, New South Wales, with 18 years of experience in the financial services industry since 2008. Paul is currently authorised under Hlb Wealth Management (Wollongong). Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a CFP from FPA. Paul is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce
Wollongong University
2001
CA Program
Chartered Accountants
2005
Foundation DFP & Diplomia Financial Services
FPA
2005
SMSF Specialist Advisor
SPAA
2009
CFP
FPA
2020
Ethic and Professionalism
Ethics - Kaplan