Financial Adviser
· BELROSE, NSW
Philip Makar Patterson
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000305215
Philip Makar Patterson is a financial adviser based in Belrose, New South Wales, with 20 years of experience in the financial services industry. Philip is currently authorised under Intrepid Wealth Pty Ltd. Philip holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Services from Three Sixty. Philip is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1993
Economics Degree
Creighton University
2008
Diploma of Financial Services
Three Sixty