Carol Anne Patten – Financial Adviser

Adviser identifying number: 1245656
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: NOVATAX PTY. LIMITED
Licence number: 227043
Licensee’s ABN: 57003811854
Licence controlled by: DAVID MINEHAN ~ ROBERT PURCELL

The date the Financial Adviser commenced the appointment: 20/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NOVATAX PTY. LIMITED
Authorised Representative identifying number: 227043
Authorised Representative’s ABN: 57003811854

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• ASIC RG146 SMSF Accreditation – Pinnacle Financial Services Academy
• Bachelor of Arts (Accounting) – Canberra University

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Carol Anne Patten is authorised to provide advices on following products:

• Deposit & Payment Products – Non-Cash Deposit Products
• Superannuation