Financial Adviser
· MOOREBANK, NSW
Patrick Quan
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000344433
Patrick Quan is a financial adviser based in Moorebank, New South Wales, with 26 years of experience in the financial services industry. Patrick is currently authorised under First Choice Wealth Group Pty Ltd. 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 Diploma of Financial Services from The Commonwealth Bank of Australia. Patrick 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
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2002
Certificate IV in Financial Planning
Integratec
2003
Diploma of Financial Services
The Commonwealth Bank of Australia
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF.
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register