Ian David Pattison – Financial Adviser

Adviser identifying number: 1250643
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1996

Name of the licence holder: CHIMAERA PRIVATE LIMITED
Licence number: 317743
Licensee’s ABN: 22108940889
Licence controlled by:

The date the Financial Adviser commenced the appointment: 15/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CHIMAERA PRIVATE LIMITED
Authorised Representative identifying number: 317743
Authorised Representative’s ABN: 22108940889

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 Commerce – University of Melbourne
  • Bachelor of Commerce – University of Melbourne
  • Bachelor of Law – University of Melbourne
  • Bachelor of Law – University of Melbourne
  • Dip Applied Finance – Securities Institute of Aust
  • Dip Applied Finance – Securities Institute of Aust
  • Institute of Chartered Accountants – Financial Planning Specialist
  • Institute of Chartered Accountants – Financial Planning Specialist

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • CPA Australia (CPA)
  • Financial Services Institute
  • Financial Services Institute
  • Tax Institute of Australia
  • Tax Institute of Australia

Ian David Pattison 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
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Managed Investment Schemes / MDA Services
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
  • Margin Lending Facility / Non-Standard Margin Lending Facility
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services