Reginald Arthur Sheridan – Financial Adviser

Adviser identifying number: 247547
Status: Current
Adviser’s ABN: 34748820711
The year the Financial Adviser first provided advice: 1991

Name of the licence holder: PATRON FINANCIAL SERVICES PTY LTD
Licence number: 307379
Licensee’s ABN: 13122381908
Licence controlled by: STEINHARDT HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 11/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PATRON FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000307379
Authorised Representative’s ABN: 13122381908

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 Planning – International Institute of Technology
  • Estate Planning and Professional Response – Financial Planning Association
  • Investment Planning – Integratec
  • Risk Management and Insurance Planning – Financial Planning Association
  • Superannuation and Retirement Planning – Integratec

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Financial Planning Association of Australia (FPA)

Reginald Arthur Sheridan is authorised to provide advices on following 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