MAURICE PATANE

Licensee: ACCESS FINANCIAL MANAGEMENT PTY LTD

MAURICE PATANE (Adviser# 001006749) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 28, 2005.

Adviser Overview

Register Name Financial Advisers
Adviser Name MAURICE PATANE
Adviser Number 001006749
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1989
Financial Service (AFS) Licence Licence# 000229760
ACCESS FINANCIAL MANAGEMENT PTY LTD
Licence ABN 27097442914
Adviser Start Date 2005-04-28
Appointing Representative Name ACCESS FINANCIAL MANAGEMENT PTY LTD
Appointing Representative Number 000229760
Appointing Representative ABN 27097442914
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • MAURICE PATANE
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Accredited Age Care Professional Age Care Steps
Bachelor of Business Monash University
Certified Financial Planner Financial Planning Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000229760 ACCESS FINANCIAL MANAGEMENT PTY LTD 2005-04-28 - ACCESS FINANCIAL MANAGEMENT PTY LTD

Licensee Information

Licence Name ACCESS FINANCIAL MANAGEMENT PTY LTD
Licence Number 000229760
Licence ABN 27097442914

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DEAN LOMBARDO Access Financial Management Pty Ltd Current 2018-08-30
PETER STOPFORD Access Financial Management Pty Ltd Current 2016-09-01

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
DEAN LOMBARDO Access Financial Management Pty Ltd Current 2018-08-30
PETER STOPFORD Access Financial Management Pty Ltd Current 2016-09-01

Competitor

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.