Wayne Patten Financial Planner Report

Name:
Wayne Patten

Rep Number:
000277883

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-06-15 onwards

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Education Professionals
ASIC RG146 Self Managed Superannuation Funds
University of Southern Queensland
Bachelor of Commerce
Stock Market Investors Group Pty Ltd
Diploma of Financial Services

Memberships
Chartered Accountants Australia and New Zealand (CA)