Patrick Aquinas Williams – Financial Adviser

Adviser identifying number: 312143
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 11/04/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: YBM FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 257942
Authorised Representative’s ABN: 22082597206

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 Business (Accounting) – Charles Sturt University
• Graduate Diploma of Financial Planning – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• Chartered Accountants Australia and New Zealand (CA)
• FINSIA – Financial Services Institute of Australasia

Patrick Aquinas Williams is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product