Financial Adviser
· SYDNEY, NSW
Patrik Vachan
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000362834
Patrik Vachan is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry. Patrik is currently authorised under Godfrey Pembroke Group Pty Ltd. Patrik 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 Advanced Diploma Financial Planning FNS60410 from Mentor Education Group. Patrik 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
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma Financial Services (Financial Planning) FNS50804
Mentor Education Group
2012
RG146 Margin Lending
MLC ThreeSixty
2015
Advanced Diploma Financial Planning FNS60410
Mentor Education Group
Registration History
GPL (VIC) PTY LTD
JIGSAW SUPPORT SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register