Patrick Macnamara
Financial Adviser in Canberra`, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000198
- Location
- Canberra` ACT 2601
- Licensee
- Guideway Financial Services Pty Ltd (AFSL 420367)
- Authorised since
- 1 November 2017
- First provided advice
- 2009
- Qualifications
- Diploma of Superannuation Management, The Association of Superannuation Funds of Australia (2002); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2011); FNS50611 Diploma of Financial Planning, Kaplan Education Pty Limited (2013); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (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
- Restriction
- Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised
- Tax (financial) advice
- Yes
- Register status
- Current
About Patrick Macnamara
On the Financial Advisers Register kept by ASIC, Patrick Macnamara appears as a current financial adviser in Canberra`, Australian Capital Territory, adviser number 001000198.
Advice is given under the Australian financial services licence of Guideway Financial Services Pty Ltd, licence number 420367. The current authorisation started on 1 November 2017.
The register records 2009 as the year Patrick first provided financial advice. Qualifications and training on file include Diploma of Superannuation Management (The Association of Superannuation Funds of Australia, 2002), Self Managed Superannuation Funds (Kaplan Education Pty Limited, 2011) and FNS50611 Diploma of Financial Planning (Kaplan Education Pty Limited, 2013). 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.
A further restriction is recorded on the register: “Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.”
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Questions people ask
Is Patrick Macnamara a registered financial adviser?
Yes. Patrick Macnamara is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000198.
Which licensee does Patrick Macnamara work under?
Guideway Financial Services Pty Ltd, Australian financial services licence 420367.
What can Patrick Macnamara 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. It also records this restriction: "Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised."