Philip Makar Patterson
Financial Adviser in Belrose, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000305215
- Location
- Belrose NSW 2085
- Licensee
- Intrepid Wealth Pty Ltd (AFSL 393254)
- Authorised since
- 1 April 2015
- First provided advice
- 2006
- Qualifications
- Economics Degree, Creighton University (1993); Diploma of Financial Services, Three Sixty (2008)
- 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 Philip Makar Patterson
Philip Makar Patterson is a financial adviser in Belrose, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000305215.
The licensee Philip advises under is Intrepid Wealth Pty Ltd (AFS licence 393254). The current authorisation started on 1 April 2015.
According to the register, Philip first provided financial advice in 2006. Qualifications and training on file include Economics Degree (Creighton University, 1993) and Diploma of Financial Services (Three Sixty, 2008). Philip is recorded as a member of Financial Advice Association of Australia (FAAA).
Philip 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 Philip Makar Patterson a registered financial adviser?
Yes. Philip Makar Patterson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000305215.
Which licensee does Philip Makar Patterson work under?
Intrepid Wealth Pty Ltd, Australian financial services licence 393254.
What can Philip Makar Patterson 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.