Grant William Patterson – Financial Adviser

Adviser identifying number: 1001066
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: PROVIDENCE WEALTH ADVISORY GROUP PTY LTD
Licence number: 245643
Licensee’s ABN: 42003224904
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/01/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PROVIDENCE WEALTH ADVISORY GROUP PTY LTD
Authorised Representative identifying number: 245643
Authorised Representative’s ABN: 42003224904

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: Diploma Financial Services & Financial Planing – Integritec

Relevant memberships of professional bodies or industry associations: Australian Institute of Company Directors

Grant William Patterson is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • Foreign Exchange Contracts
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / MDA Services
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services