Patrick Ponce
Financial Adviser in Thornleigh, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000307186
- Location
- Thornleigh NSW 2120
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 28 July 2009
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2006); Diploma of Finance and Mortgage Broking Management, Kaplan Professional (2012); Bachelor of Accounting, University of South Australia (2016); Introduction to Self Managed Superannuation Funds, Kaplan Professional (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Patrick Ponce
Patrick Ponce is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Thornleigh, New South Wales (adviser number 000307186).
The licensee Patrick advises under is Count Financial Limited (AFS licence 227232). The current authorisation started on 28 July 2009.
The register records 2009 as the year Patrick first provided financial advice. The qualifications listed for Patrick include Diploma of Financial Services (Financial Planning) (Tribeca, 2006), Diploma of Finance and Mortgage Broking Management (Kaplan Professional, 2012) and Bachelor of Accounting (University of South Australia, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Patrick is authorised to advise 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.
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Questions people ask
Is Patrick Ponce a registered financial adviser?
Yes. Patrick Ponce is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000307186.
Which licensee does Patrick Ponce work under?
Count Financial Limited, Australian financial services licence 227232.
What can Patrick Ponce 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.