Philip Makar Patterson – Financial Adviser

Adviser identifying number: 305215
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: INTREPID BUSINESS SOLUTIONS PTY LIMITED
Licence number: 393254
Licensee’s ABN: 33088859009
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/04/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTREPID BUSINESS SOLUTIONS PTY LIMITED
Authorised Representative identifying number: 393254
Authorised Representative’s ABN: 33088859009

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:

• Diploma of Financial Services – Three Sixty
• Economics Degree – Creighton University

Relevant memberships of professional bodies or industry associations:

Philip Makar Patterson is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services
• FHSA Issued non ADI