Data sourced from ASIC Financial Advisers Register
Financial Adviser · DULWICH, SA

Jan-carel Mentz Botha

19 Years experience
Tax advice
authorised
Currently at
Hood Sweeney Securities Pty Ltd
Dulwich, SA
View firm profile
ASIC Registered · ADV 001289437

Jan-carel Mentz Botha is a financial adviser based in Dulwich, South Australia, with 19 years of experience in the financial services industry. Jan-carel is currently authorised under Hood Sweeney Securities Pty Ltd. Jan-carel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce with specialisation in Economics from University of South Africa. Jan-carel is a member of 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

Restrictions: Jan-Carel Botha is not Authorised to provide financial product advice on Margin Lending Facilities. Jan-Carel Botha is not is not Authorised to deal in Margin Lending Facility financial products.

Authorised to provide tax financial advice services

Qualifications and Training

2003
Compliance Officer Examination
Johannesburg Stock Exchange
2007
Bachelor of Commerce with specialisation in Economics
University of South Africa
2009
Post Graduate Diploma in Financial Planning
University of the Free State ZAR
2016
Chartered Financial Analyst Level 1
Chartered Financial Analyst Institute
2020
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Hood Sweeney Securities Pty Ltd
Jul 2021 - Present Current
Jan-Carel Botha is not Authorised to provide financial product advice on Margin Lending Facilities. Jan-Carel Botha is not is not Authorised to deal in Margin Lending Facility financial products.

Source: ASIC Financial Advisers Register