Financial Adviser · WAYVILLE, SA

Patrick Iwanowitsch

WAYVILLE, SA

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 000455352

Currently at

Finsec Partners

Wayville, SA (firm address)

View firm profile

Patrick Iwanowitsch is a financial adviser based in Wayville, South Australia, with 12 years of experience in the financial services industry since 2014. Patrick is currently authorised under Kaizen Wealth, operating through Finsec Partners. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Patrick's qualifications include a Bachelor of Finance from The University of Adelaide. Patrick is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Finance

The University of Adelaide

2011

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2014

Advanced Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Kaizen Wealth Pty Ltd

Aug 2021 - Present Current

Psk Advisory Services Pty Ltd

Sep 2017 - Aug 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

PPS LIFESTYLE SOLUTIONS PTY LTD

Mar 2014 - May 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register