Bhavna Patel – Financial Adviser

Adviser identifying number: 1004204
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: WESTPAC BANKING CORPORATION
Licence number: 233714
Licensee’s ABN: 33007457141
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 29/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WESTPAC BANKING CORPORATION
Authorised Representative identifying number: 000233714
Authorised Representative’s ABN: 33007457141

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:

• Advanced Diploma of Financial Planning – Integrity Education Group
• Certificate in Mortgage and Practice – Institute of Financial Services University College (UK)
• Certificate of Financial Advisers (CeFA) – Institute of Financial Services University College (UK)
• Diploma for Financial Advisors – Institute of Financial Services University College (UK)
• Diploma of Financial Planning – Integrity Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Bhavna Patel is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility