Financial Adviser
· MELBOURNE, VIC
Marigold Juli Botton
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000467016
Marigold Juli Botton is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry. Marigold is currently authorised under Avana Financial Solutions Pty Ltd. Marigold 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 Business from University of Technology Sydney (UTS).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business
University of Technology Sydney (UTS)
2013
Diploma of Financial Planning
Monarch Institute
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Tax for Financial Advising
Kaplan Professional
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register