Financial Adviser
· SYDNEY, NSW
Patrick Hegarty
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000320032
Patrick Hegarty is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. Patrick is currently authorised under Alliance Wealth 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 Graduate Diploma of Applied Finance and Investment from Securities Institute.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Graduate Diploma of Applied Finance and Investment
Securities Institute
2011
Margin Lending and Geared Investments
Kaplan Education Pty Limited
Registration History
AIW DEALER SERVICES PTY LTD
A.C.N. 116 900 362 LIMITED
Source: ASIC Financial Advisers Register