Cameron David Patterson – Financial Adviser

Adviser identifying number: 417980
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence number: 326450
Licensee’s ABN: 59130288578
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 23/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL PLANNING SOLUTIONS PTY LTD
Authorised Representative identifying number: 469909
Authorised Representative’s ABN: 90457704645

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 – Kaplan
  • Bachelor of Commerce – Deakin University
  • Diploma of Financial Services (Financial Planning) – Kaplan Professional
  • Margin Lending and Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Cameron David Patterson is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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