Financial Adviser
· MOUNT HUTTON, NSW
Patrick Michael Dodds
No disciplinary history on record with ASIC
MOUNT HUTTON,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270904
Patrick Michael Dodds is a financial adviser based in Mount Hutton, New South Wales, with 8 years of experience in the financial services industry since 2018. Patrick is currently authorised under Infocus Securities Australia. 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 Graduate Diploma in Financial Planning from University of New England.
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
2013
Diploma Financial Services
Monarch Institute
2016
Advanced Diploma of Financial Services
Monarch Institute
2017
Self Managed Superannuation Funds
Kaplan Professional
2021
TPB506TA Australian Taxation Law for Tax Agents
AAMC Training Group
2024
Graduate Diploma in Financial Planning
University of New England
2025
Margin Lending Specialist
Kaplan Professional
2026
Tax for Financial Advising
Kaplan Professional
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
No restrictions
MERITUM FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register