Patrick Curlis
Financial Adviser in Oakleigh East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003576
- Location
- Oakleigh East VIC 3166
- Licensee
- Finex Wealth Pty Ltd (AFSL 536960)
- Authorised since
- 17 August 2022
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Advanced Diploma of Financial Planning, Kaplan Professional (2014); Graduate Diploma in Financial Planning, Kaplan Professional (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Master of Financial Planning, Kaplan Professional (2021)
- Advice areas
- superannuation, 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 Patrick Curlis
On the Financial Advisers Register kept by ASIC, Patrick Curlis appears as a current financial adviser in Oakleigh East, Victoria, adviser number 001003576.
Patrick provides advice as an authorised representative of Finex Wealth Pty Ltd, which holds Australian financial services licence 536960. That authorisation dates from 17 August 2022.
The register records 2015 as the year Patrick first provided financial advice. The qualifications listed for Patrick include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010), Advanced Diploma of Financial Planning (Kaplan Professional, 2014) and Graduate Diploma in Financial Planning (Kaplan Professional, 2019).
Patrick is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Patrick Curlis a registered financial adviser?
Yes. Patrick Curlis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003576.
Which licensee does Patrick Curlis work under?
Finex Wealth Pty Ltd, Australian financial services licence 536960.
What can Patrick Curlis give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.