Financial Adviser · BOX HILL SOUTH, VIC

Patrick David Gray

BOX HILL SOUTH, VIC
Tax advice
authorised
ASIC Registered · ADV 001321742
Currently at
Box Hill South, VIC (firm address)

Patrick David Gray is a financial adviser based in Box Hill South, Victoria. Patrick is currently authorised under Banyan Securities. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Patrick holds 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 Government Bonds

Restrictions: The representative is a Provisional Financial Adviser supported by the active guidance and supervision of an approved supervisor at all times.Unless approved by the Licensee; Not authorised to advise on Self-Managed Super Funds & Margin Lending Facilities. One off licensee approval is required for all products which are not on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Jun 2026 - Present Current
The representative is a Provisional Financial Adviser supported by the active guidance and supervision of an approved supervisor at all times.Unless approved by the Licensee; Not authorised to advise on Self-Managed Super Funds & Margin Lending Facilities. One off licensee approval is required for all products which are not on the approved product list.

Source: ASIC Financial Advisers Register