BILL SACMAROSKI


Licensee: PATRON FINANCIAL SERVICES PTY LTD

BILL SACMAROSKI (Adviser# 000473701) 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 March 2, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name BILL SACMAROSKI
Adviser Number 000473701
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2000
Financial Service (AFS) Licence Licence# 000307379
PATRON FINANCIAL SERVICES PTY LTD
Licence ABN 13122381908
Licence Controlled By STEINHARDT HOLDINGS PTY LTD
Adviser Start Date 2015-03-02
Appointing Representative Name PATRON FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000307379
Appointing Representative ABN 13122381908
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Direct Equities - excludes direct equities advice SMSF - excludes advice on limited recourse borrowing arrangements and advice to set up SMSF

Authorisations to provide financial product advice

  • BILL SACMAROSKI
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Services (Financial Planning) Kaplan
Gearing Accreditation eAcademy
Margin Lending eAcademy

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000307379 PATRON FINANCIAL SERVICES PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
Further restrictions: Direct Equities - excludes direct equities advice SMSF - excludes advice on limited recourse borrowing arrangements and advice to set up SMSF
2015-03-02 - PATRON FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name PATRON FINANCIAL SERVICES PTY LTD
Licence Number 000307379
Licence ABN 13122381908

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LACHLAN ANDREWS BARR Patron Financial Services Pty Ltd Current 2017-03-13
YVONNE GILLAM Patron Financial Services Pty Ltd Ceased 2017-02-07
CHANDAR VARADHAN Patron Financial Services Pty Ltd Current 2016-02-25
LYN DIXON Patron Financial Services Pty Ltd Ceased 2015-12-22
NICKOLAS KONDRATENKO Patron Financial Services Pty Ltd Ceased 2015-06-05
FAI DENG Patron Financial Services Pty Ltd Ceased 2015-06-05
JINGJING YE Patron Financial Services Pty Ltd Ceased 2015-04-02
MUSHTAQ KHAN Patron Financial Services Pty Ltd Ceased 2015-02-20
HAROLD JOHN GARDEN Patron Financial Services Pty Ltd Current 2015-02-13
KAYLEE AILSA GARDEN Patron Financial Services Pty Ltd Current 2015-02-13

Competitor

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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.