Financial Adviser · SYDNEY, NSW

Patrick James Abrams

12 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001006090

Patrick James Abrams is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Patrick is currently authorised under Perpetual Trustee Company Limited. Patrick holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from University of Technology Sydney. Patrick is a member of Financial Advice Association of Australia (FAAA) and Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Business

University of Technology Sydney

2014

Accredited Derivatives Adviser Level 2

Deakin Prime

2017

Graduate Diploma of Financial Planning

Kaplan Professional

2023

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Perpetual Trustee Company Limited

Dec 2021 - Present Current

Ri Advice Group Pty Ltd

Aug 2021 - Nov 2021 Ceased

Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.

Kemosabe Capital Pty Ltd

Nov 2016 - Nov 2020 Ceased

E.L. & C. BAILLIEU PTY LIMITED

Jul 2012 - Sep 2016 Ceased

Source: ASIC Financial Advisers Register