Brian Paterson – Financial Adviser

Adviser identifying number: 341883
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1981

Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
Licence number: 246638
Licensee’s ABN: 14076093680
Licence controlled by: INTERPRAC LTD.

The date the Financial Adviser commenced the appointment: 01/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BARNARD BAUDINETTE FINANCIAL ADVISORS PTY. LTD.
Authorised Representative identifying number: 326911
Authorised Representative’s ABN: 91131414536

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:

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Relevant qualifications and training:

Bachelor of Business – Victoria University of Technology (formerly Footscray Institute of Technology)
Certificate IV Financial Services ( Brokering ) – Intellitrain
Diploma Of Financial Planning – International Institute of Technology
Diploma of Financial Services ( Financial Planning) – Three Sixty
Margin Lending & Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations:

CPA Australia (CPA)
Credit & Investments Ombudsman
FBAA

Brian Paterson 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