Financial Adviser
· MAIDSTONE, VIC
Adam Patching
No disciplinary history on record with ASIC
MAIDSTONE,
VIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003653
Adam Patching is a financial adviser based in Maidstone, Victoria, with 25 years of experience in the financial services industry since 2001. Adam is currently authorised under Advocate Advisory. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adam's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Adam is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce & Economics
The Australian National University
2002
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2004
Certified Financial Planner
Financial Planning Association of Australia
2007
FPA SMSF Adviser Education Program
Financial Essentials
2015
FNSASICR503A Provide Advice in Margin Lending
Pinnacle Financial Services Academy