Patrick Macnamara – Financial Adviser

Adviser identifying number: 1000198
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: STEWART PARTNERS PTY LIMITED
Licence number: 237314
Licensee’s ABN: 26082828948
Licence controlled by: APW PARTNERS PTY LTD

The date the Financial Adviser commenced the appointment: 03/09/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STEWART PARTNERS PTY LIMITED
Authorised Representative identifying number: 237314
Authorised Representative’s ABN: 26082828948

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:

  • Certificate of Self-Managed Super (SMSF) – Kaplan Professional
  • Diploma of Financial Planning – Kaplan Professional
  • Diploma of Superannuation Management – Association of Superannuation Funds of Australia

Relevant memberships of professional bodies or industry associations:

Patrick Macnamara is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • 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