Financial Adviser
· BRISBANE CITY, QLD
Michael David Patman
No disciplinary history on record with ASIC
BRISBANE CITY,
QLD
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000320607
About Michael David Patman
Michael David Patman is a financial adviser based in Brisbane City, Queensland, with 22 years of experience in the financial services industry since 2004. Michael is currently authorised under Alere Private Wealth, operating through Patman Planning. Michael holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michael's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
AMP Financial Planning
2006
Diploma of Financial Services
Deakin University
2011
Margin Lending & Geared Investments
Kaplan Professional
2026
Graduate Diploma of Financial Planning
Kaplan Professional