Brian Paterson Financial Planner Report

Name:
Brian Paterson

Rep Number:
000341883

Status:
Current

First Advice:
1981

Disciplinary action:
No action

Most Recent Role:
2017-02-01 onwards

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Barnard Baudinette Financial Advisors Pty. Ltd.

Licence Number:
000326911

ABN:
91 131 414 536

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Victoria University of Technology (formerly Footscray Institute of Technology)
Bachelor of Business
Intellitrain
Certificate IV Financial Services ( Brokering )
International Institute of Technology
Diploma Of Financial Planning
Three Sixty
Diploma of Financial Services ( Financial Planning)
Kaplan
Margin Lending & Geared Investments

Memberships
CPA Australia (CPA)
Credit & Investments Ombudsman
FBAA