Financial Adviser
· ALBION, QLD
Patrick Duke
No disciplinary history on record with ASIC
ALBION,
QLD
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004649
Patrick Duke is a financial adviser based in Albion, Queensland, with 19 years of experience in the financial services industry since 2007. Patrick is currently authorised under Intergen Advisory, operating through Intergen Advisory Partners. 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 Master of Financial Planning from Griffith University. 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Planning
Kaplan Professional Education
2009
Advanced Diploma of Financial Planning
Mentor Education
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2010
Self Managed Superannuation Funds
Kaplan Professional Education
2017
Master of Financial Planning
Griffith University
Registration History
Source: ASIC Financial Advisers Register