John Patrick Clarke
Financial Adviser in Maroochydore, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000244739
- Location
- Maroochydore QLD 4558
- Licensee
- Advice Assist Australia Pty Ltd (AFSL 496692)
- Authorised since
- 6 September 2023
- First provided advice
- 1997
- Qualifications
- Bachelor of Business, The University of Southern Queensland (1991); Managed Investments, CPA Australia (2003); Insurance (DFS 2), Mentor Education (2007); Self Managed Superannuation, CPA Australia (2009); Margin Lending and Geared Investments, Kaplan (2010)
- Memberships
- CPA Australia (CPA); National Tax and Accountants Association (NTAA); Taxation Institute of Australia (TIA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About John Patrick Clarke
John Patrick Clarke is a financial adviser in Maroochydore, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000244739.
Advice is given under the Australian financial services licence of Advice Assist Australia Pty Ltd, licence number 496692. That authorisation dates from 6 September 2023.
According to the register, John first provided financial advice in 1997. Qualifications and training on file include Bachelor of Business (The University of Southern Queensland, 1991), Managed Investments (CPA Australia, 2003) and Insurance (DFS 2) (Mentor Education, 2007). John is recorded as a member of CPA Australia (CPA), National Tax and Accountants Association (NTAA) and Taxation Institute of Australia (TIA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is John Patrick Clarke a registered financial adviser?
Yes. John Patrick Clarke is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000244739.
Which licensee does John Patrick Clarke work under?
Advice Assist Australia Pty Ltd, Australian financial services licence 496692.
What can John Patrick Clarke 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.