CAROL ANNE PATTEN (Adviser# 001245656) 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 20, 2016.
Register Name | Financial Advisers |
Adviser Name | CAROL ANNE PATTEN |
Adviser Number | 001245656 |
Adviser Role | Financial Adviser |
Adviser Role Status | Current |
Adviser First Advice Year | 2016 |
Financial Service (AFS) Licence |
Licence# 000227043 NOVATAX PTY. LIMITED |
Licence ABN | 57003811854 |
Licence Controlled By |
DAVID MINEHAN ROBERT PURCELL |
Adviser Start Date | 2016-07-20 |
Appointing Representative Name | NOVATAX PTY. LIMITED |
Appointing Representative Number | 000227043 |
Appointing Representative ABN | 57003811854 |
Memberships | CPA Australia (CPA) |
|
Qualification / Degree | Institute / School |
---|---|
ASIC RG146 SMSF Accreditation | Pinnacle Financial Services Academy |
Bachelor of Arts (Accounting) | Canberra University |
Diploma of Financial Planning (FNS50615) | Pinnacle Financial Services Academy |
Licence Number | Licence Name | Adviser Date | Appointing Representative |
---|---|---|---|
000227043 |
NOVATAX PTY. LIMITED
Licence controlled by: DAVID MINEHAN ~ ROBERT PURCELL |
2016-07-20 - | NOVATAX PTY. LIMITED |
Licence Name | NOVATAX PTY. LIMITED |
Licence Number | 000227043 |
Licence ABN | 57003811854 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
CHAD THOMAS-COOK | Novatax Pty. Limited | Current | 2016-05-02 |
GEORGIA KATHLEEN SHUWALOW | Novatax Pty. Limited | Ceased | 2013-06-25 |
ADRIAN BLACKBURN | Novatax Pty. Limited | Current | 2008-10-31 |
AARON CHARLES JUPP | Novatax Pty. Limited | Current | 2008-10-31 |
NICHOLAS JAMES GRAYSON | Novatax Pty. Limited | Current | 2005-02-07 |
WILLIAM KEITH CHASELING | Novatax Pty. Limited | Current | 2003-07-01 |
ROBERT JOHN PURCELL | Novatax Pty. Limited | Current | 2003-07-01 |
DAVID JOHN MINEHAN | Novatax Pty. Limited | Current | 2003-07-01 |
GREGORY JOHN HOWLEY | Novatax Pty. Limited | Ceased | 2003-07-01 |
Adviser Name | Licensee | Status | Start Date |
---|---|---|---|
CHAD THOMAS-COOK | Novatax Pty. Limited | Current | 2016-05-02 |
GEORGIA KATHLEEN SHUWALOW | Novatax Pty. Limited | Ceased | 2013-06-25 |
ADRIAN BLACKBURN | Novatax Pty. Limited | Current | 2008-10-31 |
AARON CHARLES JUPP | Novatax Pty. Limited | Current | 2008-10-31 |
NICHOLAS JAMES GRAYSON | Novatax Pty. Limited | Current | 2005-02-07 |
WILLIAM KEITH CHASELING | Novatax Pty. Limited | Current | 2003-07-01 |
ROBERT JOHN PURCELL | Novatax Pty. Limited | Current | 2003-07-01 |
DAVID JOHN MINEHAN | Novatax Pty. Limited | Current | 2003-07-01 |
GREGORY JOHN HOWLEY | Novatax Pty. Limited | Ceased | 2003-07-01 |
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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.