Financial Adviser
· THORNLEIGH, NSW
Patrick Ponce
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000307186
Patrick Ponce is a financial adviser based in Thornleigh, New South Wales, with 17 years of experience in the financial services industry. Patrick is currently authorised under Count Financial Limited. 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 Bachelor of Accounting from University of South 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
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2012
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2016
Bachelor of Accounting
University of South Australia
2021
Introduction to Self Managed Superannuation Funds
Kaplan Professional