Financial Adviser
· SOUTHPORT, QLD
Adam Craig Bolton
No disciplinary history on record with ASIC
SOUTHPORT,
QLD
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000420271
About Adam Craig Bolton
Adam Craig Bolton is a financial adviser based in Southport, Queensland, with 15 years of experience in the financial services industry since 2011. Adam is currently authorised under Gill And Co Advisory, operating through Bolton Financial Services. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adam's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce
Bond University
2019
Master of Financial Planning
Kaplan Higher Education Pty Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
LIBERTAS FINANCIAL PLANNING PTY LTD
FINCHOICE PTY LTD
LIBERTAS FINANCIAL PLANNING PTY LTD
ATLAS WEALTH MANAGEMENT PTY LTD
LIBERTAS FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register