James Patterson Financial Planner Report

Name:
James Colin Patterson

Rep Number:
000238643

Status:
Current

First Advice:
1964

Disciplinary action:
No action

Most Recent Role:
2007-08-13 onwards

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
IDPS Only
Managed Investment Schemes, excluding IDPS
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Integratec
PS146 Knowledge Assessment