Patrick Michael Forrester – Financial Adviser

Adviser identifying number: 351433
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: CHARTER FINANCIAL PLANNING LIMITED
Licence number: 234665
Licensee’s ABN: 35002976294
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 10/04/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CHARTER FINANCIAL PLANNING LIMITED
Authorised Representative identifying number: 234665
Authorised Representative’s ABN: 35002976294

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:

• Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
• Certificate IV Financial Services (Finance/Mortgage Broking) – Kaplan Professional
• Diploma of Financial Services (Financial Planning) – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

• AFA – Association of Financial Advisers
• FPA – Financial Planning Association

Patrick Michael Forrester is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• 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 / Self-Managed Superannuation Fund
• Margin Lending Facility / Standard Margin Lending Facility