Nathan Whitfield Financial Planner Report

Name:
Nathan Whitfield

Rep Number:
000444544

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2016-09-15 onwards

Location:
Wollongong, , NSW, 0

Licensee
Name:

Number:
000307379

ABN:
13 122 381 908

Controlled By:

Appointed By
Name:
Patron Financial Services Pty Ltd

Licence Number:
000307379

ABN:
13 122 381 908

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

Qualifications
Kaplan Professional
Accredited Listed Product Adviser Program
RMIT University
Bachelor of Business (Financial Planning)