Justin Pagotto – Financial Adviser

Adviser identifying number: 231525
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: PATRON FINANCIAL SERVICES PTY LTD
Licence number: 307379
Licensee’s ABN: 13122381908
Licence controlled by: STEINHARDT HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 09/12/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PATRON FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 307379
Authorised Representative’s ABN: 13122381908

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Commerce – University of New South Wales
  • Count Wealth Accountants Introductory Training – Count Wealth
  • Margin Lending and Geared Investments – Kaplan
  • Self Managed Superannuation Funds – Kaplan
  • Taxation Fundamentals – Kaplan

Relevant memberships of professional bodies or industry associations:

Justin Pagotto 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