Roland Paterson-Clark
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000275717
- Location
- Newcastle NSW 2300
- Licensee
- Keystone Financial Planning Pty Limited (AFSL 273537)
- Authorised since
- 16 August 2004
- First provided advice
- 1995
- Qualifications
- Bachelor of Economics, University of Western Australia (1994); Graduate Diploma of Applied Finance and Investment, FINSIA (1996); Certified Financial Planner, Deakin/FPA (1999); Diploma of Financial Planning, Deakin/FPA (1999); Master of Commerce (Financial Planning), Western Sydney University (1999); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Services Institute of Australia; SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Roland Paterson-Clark
Roland Paterson-Clark is a financial adviser in Newcastle, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000275717.
Advice is given under the Australian financial services licence of Keystone Financial Planning Pty Limited, licence number 273537. The current authorisation started on 16 August 2004.
The register records 1995 as the year Roland first provided financial advice. Qualifications and training on file include Bachelor of Economics (University of Western Australia, 1994), Graduate Diploma of Applied Finance and Investment (FINSIA, 1996) and Certified Financial Planner (Deakin/FPA, 1999). Professional memberships recorded: Financial Advice Association of Australia (FAAA), Financial Services Institute of Australia and SMSF Association.
Roland is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Roland Paterson-Clark a registered financial adviser?
Yes. Roland Paterson-Clark is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000275717.
Which licensee does Roland Paterson-Clark work under?
Keystone Financial Planning Pty Limited, Australian financial services licence 273537.
What can Roland Paterson-Clark 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.