Financial Adviser
· MELBOURNE, VIC
Patrick Harrison Barry
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000296028
Patrick Harrison Barry is a financial adviser based in Melbourne, Victoria, with 26 years of experience in the financial services industry. Patrick is currently authorised under Partners Wealth Group Financial Advice 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 Master of Financial Planning from Royal Melbourne Institute of Technology.
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
1997
Bachelor of Commerce (International Business)
Curtin University
2007
Master of Financial Planning
Royal Melbourne Institute of Technology
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register