Marigold Juli Botton
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000467016
- Location
- Melbourne VIC 3004
- Licensee
- Avana Financial Solutions Pty Ltd (AFSL 516325)
- Authorised since
- 3 March 2023
- First provided advice
- 2014
- Qualifications
- Bachelor of Business, University of Technology Sydney (UTS) (2012); Diploma of Financial Planning, Monarch Institute (2013); Graduate Diploma of Financial Planning, Kaplan Professional (2021); Tax for Financial Advising, Kaplan Professional (2024)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Marigold Juli Botton
Marigold Juli Botton is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000467016.
Marigold provides advice as an authorised representative of Avana Financial Solutions Pty Ltd, which holds Australian financial services licence 516325. That authorisation dates from 3 March 2023.
According to the register, Marigold first provided financial advice in 2014. The qualifications listed for Marigold include Bachelor of Business (University of Technology Sydney (UTS), 2012), Diploma of Financial Planning (Monarch Institute, 2013) and Graduate Diploma of Financial Planning (Kaplan Professional, 2021).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Marigold Juli Botton a registered financial adviser?
Yes. Marigold Juli Botton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000467016.
Which licensee does Marigold Juli Botton work under?
Avana Financial Solutions Pty Ltd, Australian financial services licence 516325.
What can Marigold Juli Botton give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.