Financial Adviser · EAST MAITLAND, NSW

Patrick Hancock

11 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001233962

Patrick Hancock is a financial adviser based in East Maitland, New South Wales, with 11 years of experience in the financial services industry. Patrick is currently authorised under Charter Financial Planning Limited. Patrick 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 Bachelor of Business from University of Newcastle.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Business

University of Newcastle

2002

Bachelor of Economics

University of Newcastle

2004

Bachelor of Finance

University of Newcastle

2006

Certificate IV Financial Services (Finance/Mortgage Broking)

New South Wales Technical and Further Education Commission (TAFE NSW)

2012

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2014

Advanced Diploma of Financial Planning

International Institute of Technology Pty Ltd (IIT)

2014

Self Managed Superannuation Funds

Mentor Education Pty Ltd

2017

ASX Listed Product Accreditation Course (LPAC)

LPAC Online

2017

Margin Lending

Mentor Education Pty Ltd

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2025

Tax for Financial Advising

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jul 2015 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register