Financial Adviser
· KEILOR, VIC
Patrick Daniel Garrett
No disciplinary history on record with ASIC
KEILOR,
VIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001275548
Patrick Daniel Garrett is a financial adviser based in Keilor, Victoria, with 9 years of experience in the financial services industry since 2017. Patrick is currently authorised under Innate Wealth. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Patrick's qualifications include a Certified Financial Planner Certification from Financial Planning Association of 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce (Accounting)
Swinburne University of Technology
2012
Diploma of Financial Services (Financial Planning)
Kaplan
2013
Diploma of Finance & Mortgage Broking Management
Kaplan
2016
Certified Financial Planner Certification
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register