Financial Adviser
· ROLEYSTONE, WA
John Patrick Athy
No disciplinary history on record with ASIC
ROLEYSTONE,
WA
34
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000237458
Practice
Roleystone, WA (practice address on ASIC register)
Licensed through Capstone Financial Planning
About John Patrick Athy
John Patrick Athy is a financial adviser based in Roleystone, Western Australia, with 34 years of experience in the financial services industry since 1992. John works at Pascoes Financial Planners, which is licensed through Capstone Financial Planning. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). John's qualifications include 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Introductory Training Course RG146 Accredited
Count Wealth Accountants
2010
Margin Lending and Geared Investments
Kaplan Professional
2020
Accredited Listed Product Adviser Program
Kaplan Professional
2020
Self Managed Superannuation Funds
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional