PATRICK MICHAEL NALTY


Licensee: PARADIGM WEALTH ADVISORS PTY LTD

PATRICK MICHAEL NALTY (Adviser# 001006211) 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 July 1, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name PATRICK MICHAEL NALTY
Adviser Number 001006211
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1988
Financial Service (AFS) Licence Licence# 000232459
PARADIGM WEALTH ADVISORS PTY LTD
Licence ABN 77005666919
Licence Controlled By PATRICK NALTY
Adviser Start Date 2017-07-01
Appointing Representative Name PARADIGM WEALTH ADVISORS PTY LTD
Appointing Representative Number 000232459
Appointing Representative ABN 77005666919
Memberships Financial Planning Association of Australia (FPA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • PATRICK MICHAEL NALTY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Planning Deakin University
Diploma of Financial Planning Deakin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000232459 PARADIGM WEALTH ADVISORS PTY LTD
Licence controlled by: PATRICK NALTY
2017-07-01 - PARADIGM WEALTH ADVISORS PTY LTD
000297465 PARADIGM WEALTH MANAGEMENT PTY LTD
Licence controlled by: PATRICK NALTY
Further restrictions: DIRECT PROPERTY GENERAL INSURANCE
2006-03-03 - PARADIGM WEALTH MANAGEMENT PTY LTD

Licensee Information

Licence Name PARADIGM WEALTH ADVISORS PTY LTD
Licence Number 000232459
Licence ABN 77005666919

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SCOTT JACKSON Paradigm Wealth Advisors Pty Ltd Current 2017-11-01
JAMES ANTHONY MIRAMS Paradigm Wealth Advisors Pty Ltd Current 2014-07-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
SCOTT JACKSON Paradigm Wealth Advisors Pty Ltd Current 2017-11-01
JAMES ANTHONY MIRAMS Paradigm Wealth Advisors Pty Ltd Current 2014-07-01

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Dataset Information


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.