STEPHANIE PATRICK (Adviser# 000414199) 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 May 23, 2018.
| Register Name | Financial Advisers |
| Adviser Name | STEPHANIE PATRICK |
| Adviser Number | 000414199 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2011 |
| Financial Service (AFS) Licence |
Licence# 000237590 FINANCIAL SERVICES PARTNERS PTY LIMITED |
| Licence ABN | 15089512587 |
| Licence Controlled By | AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED |
| Adviser Start Date | 2018-05-23 |
| Appointing Representative Name | FINANCIAL SERVICES PARTNERS PTY LIMITED |
| Appointing Representative Number | 000237590 |
| Appointing Representative ABN | 15089512587 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Government Debentures, Stocks or Bonds: Class of product only; Superannuation: not authorised to provide SMSF advice. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Accredited Listed Product Adviser Program | Kaplan Professional |
| Bachelor of Arts and Bachelor of Commerce | Monash University |
| Certified Financial Planner | Financial Planning Association of Australia |
| Diploma of Financial Service (Financial Planning) | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000237590 |
FINANCIAL SERVICES PARTNERS PTY LIMITED
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Government Debentures, Stocks or Bonds: Class of product only; Superannuation: not authorised to provide SMSF advice. |
2018-05-23 - | FINANCIAL SERVICES PARTNERS PTY LIMITED |
| 000221557 |
MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION |
2018-01-17 - 2018-03-09 | CATALYST FINANCIAL GROUP PTY LTD |
| Licence Name | FINANCIAL SERVICES PARTNERS PTY LIMITED |
| Licence Number | 000237590 |
| Licence ABN | 15089512587 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| SUZANNE FRANCES WOOD | Financial Services Partners Pty Limited | Current | 2018-08-30 |
| SAMANTHA SZE MAN SUN | Financial Services Partners Pty Limited | Current | 2018-07-25 |
| ANGELO CHRISTOPHER ZERELLA | Financial Services Partners Pty Limited | Current | 2018-07-16 |
| SUGANESH KUMAR KUMANAN | Financial Services Partners Pty Limited | Current | 2018-06-29 |
| ROBERT ANDREW CREELEY | Financial Services Partners Pty Limited | Current | 2018-02-01 |
| ROBYN VAN ROOY | Financial Services Partners Pty Limited | Current | 2017-11-13 |
| ANGELOS LYSIKATOS | Financial Services Partners Pty Limited | Current | 2017-11-13 |
| LYNDA HILLS | Financial Services Partners Pty Limited | Current | 2017-09-08 |
| STEVEN GREENHAM | Financial Services Partners Pty Limited | Current | 2017-09-08 |
| TIMOTHY D'ASTOLI | Financial Services Partners Pty Limited | Current | 2017-09-07 |
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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.