Financial Adviser
· PARRAMATTA, NSW
Bill Patterson
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000387950
Bill Patterson is a financial adviser based in Parramatta, New South Wales, with 16 years of experience in the financial services industry. Bill is currently authorised under Mufg Retire360 Pty Limited. Bill holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services FNS50104
Finsia
2010
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Professional
2016
FNS60410 Advanced Diploma of Financial Planning
Kaplan Professional
2018
Graduate Certificate in Financial Planning
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
A.C.N. 133 593 012 PTY LTD
Excludes SMSF
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
LGSS PTY LIMITED
Authorised to provide personal financial product advice to retail clients on (1) Deposit and payment products - basic deposit; AND (2) General Insurance products.
Source: ASIC Financial Advisers Register