Financial Adviser
· PERTH, WA
Jye Bolton
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001298766
Jye Bolton is a financial adviser based in Perth, Western Australia, with 2 years of experience in the financial services industry. Jye is currently authorised under Euroz Hartleys Limited. Jye 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 from Edith Cowan University.
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
2021
Bachelor of Commerce
Edith Cowan University
2021
FPC001B Economic and Legal Context for Financial Planning
Kaplan
2021
FPC006 Tax and Commercial Law for Financial Planning
Kaplan
2022
Graduate Diploma of Financial Planning
Kaplan