Gavin Bottrell

I am delighted to introduce myself as a qualified and approved financial adviser with expertise in a diverse range of financial areas. My extensive knowledge and experience allow me to provide tailored advice and solutions to meet your unique financial needs.

With approvals in multiple areas, I can offer comprehensive guidance in the following domains:

Provide financial product advice:

a) Deposit and Payment Products - Non-basic Deposit Products:

I can assist you in selecting non-basic deposit products that align with your financial goals, helping you make informed decisions about managing your funds.

Government Debentures, Stocks, or Bonds:

Whether you are considering investing in government debentures, stocks, or bonds, I can provide valuable insights and recommendations to help you navigate these markets and make educated investment choices.

Life Products:

a) Investment Life Insurance Products:

I can guide you in understanding and selecting investment life insurance products that suit your risk tolerance and financial objectives, ensuring your financial future is well-protected.

b) Life Risk Insurance Products:

I specialise in life risk insurance products, helping you identify suitable coverage to safeguard your loved ones and mitigate financial risks associated with unforeseen circumstances.

Managed Investment Schemes:

a) Managed Investment Schemes, including IDPS:

If you are interested in investing in managed investment schemes or Investor Directed Portfolio Services (IDPS), I can provide valuable advice on selecting schemes that align with your investment goals and risk profile.

Retirement Savings Account Products:

I can assist you in navigating the complex landscape of retirement savings account products, helping you choose the most suitable options to ensure financial security and a comfortable retirement.

Securities:

Whether you are interested in stocks, bonds, or other securities, I can offer expert guidance on investment strategies, portfolio diversification, and risk management to optimize your investment returns.

Superannuation:

I specialize in superannuation planning and advice, helping you maximize your retirement savings through effective superannuation strategies and investment choices.

Margin Lending Facility:

a) Standard Margin Lending Facility:

If you are considering utilizing a standard margin lending facility to leverage your investments, I can provide insights into its benefits, risks, and appropriate usage to help you make well-informed decisions.

With my comprehensive expertise and dedication to your financial success, I am committed to providing you with the guidance and support necessary to achieve your financial objectives. Let's embark on a fruitful financial journey together!