Financial Adviser · BUNDALL, QLD

Sidney Pattinson

BUNDALL, QLD

2 Years experience

Tax advice
authorised

ASIC Registered · ADV 001308547

Currently at

Ep Financial Services

Bundall, QLD (firm address)

View firm profile

About Sidney Pattinson

Sidney Pattinson is a financial adviser based in Bundall, Queensland, with 2 years of experience in the financial services industry since 2024. Sidney is currently authorised under Ep Financial Services. Sidney holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sidney's qualifications include a Certified Financial Planner from FAAA. Sidney 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

Restrictions: MDA Services restricted to advice and arrange only

Authorised to provide tax financial advice services

Qualifications and Training

2014

ADA1

Kaplan Education Pty Ltd

2014

Bachelor of Commerce

Macquarie University

2014

Diploma of Financial Planning

Kaplan Education Pty Limited

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2026

Certified Financial Planner

FAAA

2026

Margin Lending Specialist

Kaplan Education Pty Ltd

Registration History

Ep Financial Services Pty Ltd

Sep 2025 - Present Current

MDA Services restricted to advice and arrange only

Alpine Financial Advice Pty Ltd

May 2024 - Sep 2025 Ceased

Oakview Financial Pty Ltd

Mar 2024 - Apr 2024 Ceased

Source: ASIC Financial Advisers Register