Financial Adviser · MELBOURNE, VIC

Patrick Albert

MELBOURNE, VIC

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 001247660

Currently at

Jbwere

Melbourne, VIC (firm address)

View firm profile

Patrick Albert is a financial adviser based in Melbourne, Victoria, with 17 years of experience in the financial services industry since 2009. Patrick is currently authorised under Jbwere. Patrick holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Patrick's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Derivatives Foreign Exchange Deposit Products Government Bonds Margin Lending

Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product

Authorised to provide tax financial advice services

Qualifications and Training

2009

Professional Diploma in Stockbroking

Stockbrokers and Financial Advisers Association Limited

2009

SDIA Derivatives Accreditation Program

Securities & Derivatives Industry Association

2012

Margin Lending Accreditation Program

Stockbrokers Association of Australia

2014

Foreign Exchange Accreditation Program

Deakin Prime

2015

Accredited Derivatives Adviser Level 2

Other - Stockbrokers Association of Australia

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Jbwere Ltd

Feb 2020 - Present Current

Superannuation - Can only advise on a person's existing holding in a superannuation product

Commonwealth Private Limited

Aug 2016 - Aug 2019 Ceased

E.L. & C. BAILLIEU PTY LIMITED

Jun 2012 - Sep 2013 Ceased

CREDIT SUISSE AG

Jul 2009 - May 2012 Ceased

Source: ASIC Financial Advisers Register