PAUL CRAIG BOTTELE (Adviser# 001000132) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 1, 2012.
Register Name | Financial Advisers |
Adviser Name | PAUL CRAIG BOTTELE |
Adviser Number | 001000132 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2008 |
Financial Service (AFS) Licence |
Licence# 000418747 HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD |
Licence ABN | 93156051964 |
Adviser Start Date | 2012-07-01 |
Appointing Representative Name | HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD |
Appointing Representative Number | 000418747 |
Appointing Representative ABN | 93156051964 |
Memberships |
Chartered Accountants Australia and New Zealand (CA) Financial Planning Association of Australia (FPA) SMSF Association |
|
Qualification / Degree | Institute / School |
---|---|
Bachelor of Commerce | Wollongong University |
CA Program | Chartered Accountants |
CFP | FPA |
Foundation DFP & Diplomia Financial Services | FPA |
SMSF Specialist Advisor | SPAA |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000418747 | HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD | 2012-07-01 - | HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD |
000232406 | AVENUE CAPITAL MANAGEMENT PTY LTD | 2008-11-27 - 2012-06-30 | PAUL CRAIG BOTTELE |
Licence Name | HLB WEALTH MANAGEMENT (WOLLONGONG) PTY LTD |
Licence Number | 000418747 |
Licence ABN | 93156051964 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
MITCHELL TULLY MARKWICK | Hlb Wealth Management (wollongong) Pty Ltd | Current | 2016-08-22 |
KIERAN ROONEY | Hlb Wealth Management (wollongong) Pty Ltd | Current | 2015-07-01 |
CRAIG WILLIAM DEAN | Hlb Wealth Management (wollongong) Pty Ltd | Current | 2012-07-01 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
MITCHELL TULLY MARKWICK | Hlb Wealth Management (wollongong) Pty Ltd | Current | 2016-08-22 |
KIERAN ROONEY | Hlb Wealth Management (wollongong) Pty Ltd | Current | 2015-07-01 |
CRAIG WILLIAM DEAN | Hlb Wealth Management (wollongong) Pty Ltd | Current | 2012-07-01 |
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Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
Jurisdiction | Australia |
Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.