Financial Adviser · BUNDALL, QLD

Patrick Harrison

19 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000361864

Patrick Harrison is a financial adviser based in Bundall, Queensland, with 19 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 Advanced Diploma of Financial Services (Financial Planning) from Mentor Education Pty Ltd. 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 Government Bonds Margin Lending

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Tribeca

2010

Advanced Diploma of Financial Services (Financial Planning)

Mentor Education Pty Ltd

2011

Margin Lending and Geared Investments Course

Kaplan Professional

Registration History

Alliance Wealth Pty Ltd

Dec 2021 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Alliance Wealth Pty Ltd

Dec 2021 - Mar 2024 Ceased

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

FINCHOICE PTY LTD

Mar 2016 - Dec 2021 Ceased

Self Managed Superannuation Funds

Akumin Financial Planning Pty Limited

Jul 2014 - Mar 2016 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Australia And New Zealand Banking Group Limited

Feb 2011 - Jun 2014 Ceased

Westpac Banking Corporation

Mar 2010 - Feb 2011 Ceased

Australia And New Zealand Banking Group Limited

Dec 2007 - May 2010 Ceased

Source: ASIC Financial Advisers Register