PHILIP MAKAR PATTERSON (Adviser# 000305215) 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 April 1, 2015.
| Register Name | Financial Advisers |
| Adviser Name | PHILIP MAKAR PATTERSON |
| Adviser Number | 000305215 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2006 |
| Financial Service (AFS) Licence |
Licence# 000393254 INTREPID BUSINESS SOLUTIONS PTY LIMITED |
| Licence ABN | 33088859009 |
| Adviser Start Date | 2015-04-01 |
| Appointing Representative Name | INTREPID BUSINESS SOLUTIONS PTY LIMITED |
| Appointing Representative Number | 000393254 |
| Appointing Representative ABN | 33088859009 |
|
| Qualification / Degree | Institute / School |
|---|---|
| Diploma of Financial Services | Three Sixty |
| Economics Degree | Creighton University |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000393254 | INTREPID BUSINESS SOLUTIONS PTY LIMITED | 2015-04-01 - | INTREPID BUSINESS SOLUTIONS PTY LIMITED |
| 000342766 | LIONSGATE FINANCIAL GROUP PTY. LTD. | 2012-06-13 - 2014-01-10 | PHILIP MAKAR PATTERSON |
| 000234951 |
PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence controlled by: CENTREPOINT WEALTH PTY LTD |
2010-12-03 - 2012-06-06 | PHILIP MAKAR PATTERSON |
| 000229892 |
LIFESPAN FINANCIAL PLANNING PTY LTD
Licence controlled by: Castleguard Trust |
2008-12-01 - 2010-11-30 | PHILIP MAKAR PATTERSON |
| 000230692 |
GWM ADVISER SERVICES LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED |
2006-09-04 - 2008-11-10 | PHILIP MAKAR PATTERSON |
| Licence Name | INTREPID BUSINESS SOLUTIONS PTY LIMITED |
| Licence Number | 000393254 |
| Licence ABN | 33088859009 |
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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.