Financial Adviser
· SOUTHBANK, VIC
Brian Paterson
No disciplinary history on record with ASIC
45
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000341883
Brian Paterson is a financial adviser based in Southbank, Victoria, with 45 years of experience in the financial services industry. Brian is currently authorised under Interprac Financial Planning Pty Ltd. Brian 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 Bachelor of Business (Accounting) from Victoria University (formerly Footscray Institute of Technology). Brian is a member of CPA Australia (CPA) and FBAA.
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
1981
Bachelor of Business (Accounting)
Victoria University (formerly Footscray Institute of Technology)
2010
Certificate IV in Financial Services (Finance/Mortgage Broking)
Intellitrain
2010
Margin Lending and Geared Investments
Kaplan Professional
2014
Diploma of Financial Planning
International Institute of Technology
2016
CPA Public Practitioner
CPA Australia
2017
Self Managed Superannuation Funds
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register