David Patterson
Financial Adviser in Albury, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006181
- Location
- Albury NSW 2640
- Licensee
- LFC Group Pty Limited (AFSL 526600)
- Authorised since
- 31 August 2026
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce (Accounting), Monash University (2007); Margin Lending, DeakinPrime (2010); Graduate Diploma of Applied Finance, Kaplan Higher Education Pty Limited (2013); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023); SMSF Specialist Advisor Program, SMSF Association (2025)
- 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, standard margin lending
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About David Patterson
David Patterson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Albury, New South Wales (adviser number 001006181).
Advice is given under the Australian financial services licence of LFC Group Pty Limited, licence number 526600. The current authorisation started on 31 August 2026.
The register records 2014 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Commerce (Accounting) (Monash University, 2007), Margin Lending (DeakinPrime, 2010) and Graduate Diploma of Applied Finance (Kaplan Higher Education Pty Limited, 2013).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is David Patterson a registered financial adviser?
Yes. David Patterson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006181.
Which licensee does David Patterson work under?
LFC Group Pty Limited, Australian financial services licence 526600.
What can David 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; standard margin lending. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."