ROLAND PATERSON-CLARK (Adviser# 000275717) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 16, 2004.
| Register Name | Financial Advisers |
| Adviser Name | ROLAND PATERSON-CLARK |
| Adviser Number | 000275717 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1995 |
| Financial Service (AFS) Licence |
Licence# 000273537 KEYSTONE FINANCIAL PLANNING PTY LIMITED |
| Adviser Start Date | 2004-08-16 |
| Appointing Representative Name | KEYSTONE FINANCIAL PLANNING PTY LIMITED |
| Appointing Representative Number | 000273537 |
| Memberships |
Financial Planning Association of Australia (FPA) Financial Services Institute of Australia SMSF Association |
|
| Qualification / Degree | Institute / School |
|---|---|
| Bachelor of Economics | University of Western Australia |
| Certified Financial Planner | FPA/Deakin |
| Diploma of Financial Planning | FPA/Deakin |
| Graduate Diploma of Applied Finance and Investment | FINSIA |
| Masters of Commerce (FP) | University of Western Sydney |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000273537 | KEYSTONE FINANCIAL PLANNING PTY LIMITED | 2004-08-16 - | KEYSTONE FINANCIAL PLANNING PTY LIMITED |
| Licence Name | KEYSTONE FINANCIAL PLANNING PTY LIMITED |
| Licence Number | 000273537 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.