NICK PATTERSON
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2009 - Bachelor of Business Administration with Bachelor of Commerce-Accounting - Bachelor Degree (AQF 7) - Macquarie University
2011 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - The Institute of Chartered Accountants in Australia
2012 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
2015 - CA Financial Planning Specialist - Professional Designations - Chartered Accountants Australia and New Zealand
2015 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.