Maurizio Patane
Financial Adviser in Malvern, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006749
- Location
- Malvern VIC 3144
- Licensee
- Access Financial Management Pty Ltd (AFSL 229760)
- Authorised since
- 28 April 2005
- First provided advice
- 1989
- Qualifications
- Bachelor of Business, Monash University (1987); Certified Financial Planner, Financial Planning Association (1995); Accredited Age Care Professional, Age Care Steps (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Maurizio Patane
Maurizio Patane is a financial adviser in Malvern, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001006749.
Advice is given under the Australian financial services licence of Access Financial Management Pty Ltd, licence number 229760. That authorisation dates from 28 April 2005.
According to the register, Maurizio first provided financial advice in 1989. Qualifications and training on file include Bachelor of Business (Monash University, 1987), Certified Financial Planner (Financial Planning Association, 1995) and Accredited Age Care Professional (Age Care Steps, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Maurizio Patane a registered financial adviser?
Yes. Maurizio Patane is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006749.
Which licensee does Maurizio Patane work under?
Access Financial Management Pty Ltd, Australian financial services licence 229760.
What can Maurizio Patane 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.