Patrick Abel Taylor – Financial Adviser

Adviser identifying number: 414064
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: R M CAPITAL PTY LTD
Licence number: 221938
Licensee’s ABN: 74065412820
Licence controlled by:

The date the Financial Adviser commenced the appointment: 18/11/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: R M CAPITAL PTY LTD
Authorised Representative identifying number: 221938
Authorised Representative’s ABN: 74065412820

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:

• 922 Derivatives – Kaplan Education
• Graduate Certificate in Applied Finance – Kaplan Education
• Margin Lending & Geared Investments – Kaplan Education
• RG 146 Course – SMSF Training
• Securities & Derivatives Industry Assoc Accreditation Program – Deakin University

Relevant memberships of professional bodies or industry associations: FINSIA – Financial Services Institute of Australasia

Patrick Abel Taylor is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility