Patricia Mary Symons – Financial Adviser
Adviser identifying number: 245245
Status: Ceased
Adviser’s ABN: 11208502892
The year the Financial Adviser first provided advice: 2001
Name of the licence holder: ELDERS FINANCIAL PLANNING PTY LTD
Licence number: 224645
Licensee’s ABN: 48007997186
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED ~ ELDERS RURAL SERVICES AUSTRALIA LIMITED
The date the Financial Adviser commenced the appointment: 14/09/2012
The date the Financial Adviser ceased the appointment: 09/05/2014
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Relevant qualifications and training:
- Advanced Diploma of Financial Planning – Mentor Education
- Certificate IV in Finance and Mortgage Broking – Kaplan Professional Education
- Margin Lending – Knowledge & Skills – Kaplan Professional Education
- Risk Management for Financial Services Professionals – Integratec
- Self Managed Superannuation Funds – Tribeca
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Patricia Mary Symons is authorised to provide advices on following products: