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