Therese Patten – Financial Adviser

Adviser identifying number: 1247377
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: INTERPRAC FINANCIAL PLANNING PTY LTD
Licence number: 246638
Licensee’s ABN: 14076093680
Licence controlled by: INTERPRAC LTD.

The date the Financial Adviser commenced the appointment: 05/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INTERPRAC FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 246638
Authorised Representative’s ABN: 14076093680

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 Commerce – USQ
• Graduate Diploma of chartered Acounting – The Institute of Chartered Accountants Australia
• SMSF Stratergies course – Terra Cordis

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Therese Patten is authorised to provide advices on following products:

• Superannuation