Financial Adviser
· CASTLE HILL, NSW
Nick Patterson
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005805
Nick Patterson is a financial adviser based in Castle Hill, New South Wales, with 12 years of experience in the financial services industry. Nick is currently authorised under Fintegrity Wealth Advisers Pty Ltd. Nick 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 Certified Financial Planner from Financial Planning Association of Australia.
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
2009
Bachelor of Business Administration with Bachelor of Commerce-Accounting
Macquarie University
2011
Graduate Diploma of Chartered Accounting
The Institute of Chartered Accountants in Australia
2012
Diploma of Financial Planning
Integrity Education Group
2015
CA Financial Planning Specialist
Chartered Accountants Australia and New Zealand
2015
Certified Financial Planner
Financial Planning Association of Australia
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
Registration History
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Source: ASIC Financial Advisers Register