Patricia Soares Garcia
Financial Adviser in Hamilton, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000423071
- Location
- Hamilton QLD 4007
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 11 December 2019
- First provided advice
- 2012
- Qualifications
- Bachelor of Biotechnology (Drug Design & Development), University of Queensland (2008); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Margin Lending, Kaplan Higher Education Pty Limited (2012); Advanced Diploma of Financial Planning, Mentor Education Pty Ltd (2015); Certified Financial Planner, Financial Planning Association Australia (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); FPC001B Economic and Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2024); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (2025)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Patricia Soares Garcia
Patricia Soares Garcia is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hamilton, Queensland (adviser number 000423071).
Patricia provides advice as an authorised representative of Fortnum Private Wealth Ltd, which holds Australian financial services licence 357306. That authorisation dates from 11 December 2019.
The register records 2012 as the year Patricia first provided financial advice. The qualifications listed for Patricia include Bachelor of Biotechnology (Drug Design & Development) (University of Queensland, 2008), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012) and Margin Lending (Kaplan Higher Education Pty Limited, 2012). Patricia is recorded as a member of 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Patricia Soares Garcia a registered financial adviser?
Yes. Patricia Soares Garcia is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000423071.
Which licensee does Patricia Soares Garcia work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Patricia Soares Garcia 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.