Edward Marshall Paterson
Financial Adviser in Melbourne, Victoria, Australia
Review Edward Marshall Paterson
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000264952
- Location
- Melbourne VIC 3000
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 5 February 2020
- First provided advice
- 2002
- Qualifications
- Bachelor of Economics, La Trobe University (1998); Graduate Diploma in Applied Finance and Investment, Securities Institute of Australia (2002); Foundation Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2003); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- 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
- Not SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Edward Marshall Paterson
Edward Marshall Paterson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000264952).
Edward provides advice as an authorised representative of Fortnum Private Wealth Ltd, which holds Australian financial services licence 357306. The current authorisation started on 5 February 2020.
The register records 2002 as the year Edward first provided financial advice. Qualifications and training on file include Bachelor of Economics (La Trobe University, 1998), Graduate Diploma in Applied Finance and Investment (Securities Institute of Australia, 2002) and Foundation Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2003).
The authorisation covers advice 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: “Not SMSF.”
Reviews
Nobody has reviewed Edward Marshall Paterson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Edward Marshall Paterson a registered financial adviser?
Yes. Edward Marshall Paterson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000264952.
Which licensee does Edward Marshall Paterson work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Edward Marshall Paterson 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: "Not SMSF."