Daniel John Patterson
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002904
- Location
- Subiaco WA 6008
- Licensee
- Sentry Advice Pty Ltd (AFSL 227748)
- Authorised since
- 3 February 2022
- First provided advice
- 2007
- Qualifications
- Diploma of Business Studies, West Coast College of TAFE (2001); Bachelor of Commerce Major in Financial Planning v1, Curtin University (2004); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Superannuation Authorisation excludes Self Managed Superannuation Funds advice
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel John Patterson
Daniel John Patterson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Subiaco, Western Australia (adviser number 001002904).
Daniel provides advice as an authorised representative of Sentry Advice Pty Ltd, which holds Australian financial services licence 227748. The current authorisation started on 3 February 2022.
According to the register, Daniel first provided financial advice in 2007. The qualifications listed for Daniel include Diploma of Business Studies (West Coast College of TAFE, 2001), Bachelor of Commerce Major in Financial Planning v1 (Curtin University, 2004) and Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2011). Daniel is recorded as a member of Financial Advice Association of Australia (FAAA).
Daniel 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.
A further restriction is recorded on the register: “Superannuation Authorisation excludes Self Managed Superannuation Funds advice.”
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Questions people ask
Is Daniel John Patterson a registered financial adviser?
Yes. Daniel John Patterson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002904.
Which licensee does Daniel John Patterson work under?
Sentry Advice Pty Ltd, Australian financial services licence 227748.
What can Daniel John Patterson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Superannuation Authorisation excludes Self Managed Superannuation Funds advice."