Financial Adviser · MOOREBANK, NSW

Patrick Quan

MOOREBANK, NSW

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 000344433

Currently at

First Choice Wealth Management

Moorebank, NSW (firm address)

View firm profile

Patrick Quan is a financial adviser based in Moorebank, New South Wales, with 26 years of experience in the financial services industry since 2000. Patrick is currently authorised under First Choice Wealth Group, operating through First Choice Wealth Management. 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 Diploma of Financial Services from The Commonwealth Bank of Australia. Patrick 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 Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2002

Certificate IV in Financial Planning

Integratec

2003

Diploma of Financial Services

The Commonwealth Bank of Australia

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

First Choice Wealth Group Pty Ltd

Jul 2023 - Present Current

Millennium 3 Financial Services Pty Ltd

Aug 2018 - Jul 2023 Ceased

Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF.

Commonwealth Financial Planning Limited

Feb 2010 - Aug 2018 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register