Patrick Quan
Financial Adviser in Moorebank, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000344433
- Location
- Moorebank NSW 2170
- Licensee
- First Choice Wealth Group Pty Ltd (AFSL 549001)
- Authorised since
- 11 July 2023
- First provided advice
- 2000
- Qualifications
- Certificate IV in Financial Planning, Integratec (2002); Diploma of Financial Services, The Commonwealth Bank of Australia (2003); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Patrick Quan
Patrick Quan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Moorebank, New South Wales (adviser number 000344433).
Advice is given under the Australian financial services licence of First Choice Wealth Group Pty Ltd, licence number 549001. The current authorisation started on 11 July 2023.
The register records 2000 as the year Patrick first provided financial advice. The qualifications listed for Patrick include Certificate IV in Financial Planning (Integratec, 2002), Diploma of Financial Services (The Commonwealth Bank of Australia, 2003) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2021). Patrick is recorded as a member of Financial Advice Association of Australia (FAAA).
Patrick is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Patrick Quan a registered financial adviser?
Yes. Patrick Quan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000344433.
Which licensee does Patrick Quan work under?
First Choice Wealth Group Pty Ltd, Australian financial services licence 549001.
What can Patrick Quan give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.