Financial Adviser · SUBIACO, WA

Daniel John Patterson

SUBIACO, WA

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002904

Practice

Purple Ox Financial Advice

Subiaco, WA (practice address on ASIC register)

Licensed through Sentry Advice

View practice

About Daniel John Patterson

Daniel John Patterson is a financial adviser based in Subiaco, Western Australia, with 19 years of experience in the financial services industry since 2007. Daniel works at Purple Ox Financial Advice, which is licensed through Sentry Advice. Daniel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Daniel's qualifications include a Bachelor of Commerce Major in Financial Planning v1 from Curtin University. Daniel 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 Government Bonds

Restrictions: Superannuation Authorisation excludes Self Managed Superannuation Funds advice

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of Business Studies

West Coast College of TAFE

2004

Bachelor of Commerce Major in Financial Planning v1

Curtin University

2011

Margin Lending and Geared Investments

Kaplan Education Pty Limited

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Sentry Advice Pty Ltd

Feb 2022 - Present Current

Superannuation Authorisation excludes Self Managed Superannuation Funds advice

Commonwealth Financial Planning Limited

Jun 2007 - Dec 2021 Ceased

Not authorised to provide personal advice on Securities

Source: ASIC Financial Advisers Register