Financial Adviser
· GEELONG, VIC
Aidan Michael Patterson
No disciplinary history on record with ASIC
GEELONG,
VIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001292144
About Aidan Michael Patterson
Aidan Michael Patterson is a financial adviser based in Geelong, Victoria, with 4 years of experience in the financial services industry since 2022. Aidan is currently authorised under Morgans Financial Limited, operating through Morgans Financial. Aidan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Aidan's qualifications include a Bachelor of Commerce with Distinction (Financial Planning & Finance) from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Commerce with Distinction (Financial Planning & Finance)
Deakin University
2020
Ethics & Professional Relationship
Ethics - QUT