Michael David Patman
Financial Adviser in Brisbane City, Queensland, Australia
Review Michael David Patman
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 number000320607
- Location
- Brisbane City QLD 4000
- Licensee
- Alere Private Wealth Pty Ltd (AFSL 700382)
- Authorised since
- 28 September 2026
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), AMP Financial Planning (2006); Diploma of Financial Services, Deakin University (2006); Margin Lending & Geared Investments, Kaplan Professional (2011); Graduate Diploma of Financial Planning, Kaplan Professional (2026)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Michael David Patman
On the Financial Advisers Register kept by ASIC, Michael David Patman appears as a current financial adviser in Brisbane City, Queensland, adviser number 000320607.
The licensee Michael advises under is Alere Private Wealth Pty Ltd (AFS licence 700382). That authorisation dates from 28 September 2026.
According to the register, Michael first provided financial advice in 2004. The qualifications listed for Michael include Diploma of Financial Services (Financial Planning) (AMP Financial Planning, 2006), Diploma of Financial Services (Deakin University, 2006) and Margin Lending & Geared Investments (Kaplan Professional, 2011).
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.
Reviews
Nobody has reviewed Michael David Patman here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Michael David Patman a registered financial adviser?
Yes. Michael David Patman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000320607.
Which licensee does Michael David Patman work under?
Alere Private Wealth Pty Ltd, Australian financial services licence 700382.
What can Michael David Patman 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.