Adam Patching
Financial Adviser in Maidstone, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003653
- Location
- Maidstone VIC 3012
- Licensee
- Advocate Advisory Pty. Ltd. (AFSL 405576)
- Authorised since
- 28 March 2024
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce & Economics, The Australian National University (2000); Diploma of Financial Planning, Financial Planning Association of Australia Limited (2002); Certified Financial Planner, Financial Planning Association of Australia (2004); FPA SMSF Adviser Education Program, Financial Essentials (2007); FNSASICR503A Provide Advice in Margin Lending, Pinnacle Financial Services Academy (2015)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam Patching
Adam Patching is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Maidstone, Victoria (adviser number 001003653).
Adam provides advice as an authorised representative of Advocate Advisory Pty. Ltd., which holds Australian financial services licence 405576. The current authorisation started on 28 March 2024.
According to the register, Adam first provided financial advice in 2001. Qualifications and training on file include Bachelor of Commerce & Economics (The Australian National University, 2000), Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2002) and Certified Financial Planner (Financial Planning Association of Australia, 2004). Adam is recorded as a member of Financial Advice Association of Australia (FAAA).
Adam is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Adam Patching a registered financial adviser?
Yes. Adam Patching is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003653.
Which licensee does Adam Patching work under?
Advocate Advisory Pty. Ltd., Australian financial services licence 405576.
What can Adam Patching give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.