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:

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