Patrick Hancock
Financial Adviser in East Maitland, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001233962
- Location
- East Maitland NSW 2323
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 30 July 2015
- First provided advice
- 2015
- Qualifications
- Bachelor of Business, University of Newcastle (2002); Bachelor of Economics, University of Newcastle (2002); Bachelor of Finance, University of Newcastle (2004); Certificate IV Financial Services (Finance/Mortgage Broking), New South Wales Technical and Further Education Commission (TAFE NSW) (2006); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Advanced Diploma of Financial Planning, International Institute of Technology Pty Ltd (IIT) (2014); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2014); ASX Listed Product Accreditation Course (LPAC), LPAC Online (2017); Margin Lending, Mentor Education Pty Ltd (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022); Tax for Financial Advising, Kaplan Higher Education Pty Limited (2025)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Patrick Hancock
On the Financial Advisers Register kept by ASIC, Patrick Hancock appears as a current financial adviser in East Maitland, New South Wales, adviser number 001233962.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 30 July 2015.
According to the register, Patrick first provided financial advice in 2015. Qualifications and training on file include Bachelor of Business (University of Newcastle, 2002), Bachelor of Economics (University of Newcastle, 2002) and Bachelor of Finance (University of Newcastle, 2004).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Patrick Hancock a registered financial adviser?
Yes. Patrick Hancock is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001233962.
Which licensee does Patrick Hancock work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Patrick Hancock 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."