PAUL MARTIN BOLTON (Adviser# 001247813) 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, 2017.
| Register Name | Financial Advisers |
| Adviser Name | PAUL MARTIN BOLTON |
| Adviser Number | 001247813 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2016 |
| Financial Service (AFS) Licence |
Licence# 000496362 FORTUNITY ADVICE PTY LTD |
| Licence Controlled By | The Trustee for The Fortunity Wealth Management Unit Trust |
| Adviser Start Date | 2017-07-01 |
| Appointing Representative Name | FORTUNITY ADVICE PTY LTD |
| Appointing Representative Number | 000496362 |
| Memberships | Chartered Accountants Australia and New Zealand (CA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accountants Self Managed Super Funds Package | Kaplan |
| Foundations of Financial Planning | Kaplan |
| Graduate Diploma in Taxation Studies | University of Newcastle |
| MBA | Macquarie University Graduate School of Management |
| University of Newcastle | Bachelor of Commerce |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000496362 |
FORTUNITY ADVICE PTY LTD
Licence controlled by: The Trustee for The Fortunity Wealth Management Unit Trust |
2017-07-01 - | FORTUNITY ADVICE PTY LTD |
| 000234459 |
AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
Licence controlled by: AUSTRALIAN UNITY LIMITED |
2016-09-05 - 2017-07-01 | AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD |
| Licence Name | FORTUNITY ADVICE PTY LTD |
| Licence Number | 000496362 |
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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.