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  3. Patrick James Dysart

Patrick James Dysart

Name
Patrick James Dysart
ID
285835
ABN
–
First Provided Advice
2013

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2012 - Diploma - Financial Planning - - INTERNATIONAL INSTITUTE OF TECHNOLOGY
  • 2016 - Advanced Diploma - Financial Planning - - INTERNATIONAL INSTITUTE OF TECHNOLOGY
  • 2019 - Self Managed Superannuation Fund Adviser (Personal Advice) - - MENTOR
  • 2021 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Tax Practitioners Board

Licencee

Status
Ceased
Licence Holder
AD Advisory Services Pty Ltd (#237058)
Commenced
Oct. 2, 2021
Ceased
Feb. 28, 2022
Status
Ceased
Licence Holder
AD Advisory Services Pty Ltd (#237058)
Commenced
April 4, 2022
Ceased
June 30, 2022
Status
Ceased
Licence Holder
Afsl Licensee Pty. Ltd. (#518453)
Commenced
July 1, 2022
Ceased
Jan. 15, 2024
Status
Ceased
Licence Holder
Axies Pty. Ltd. (#339384)
Commenced
April 12, 2021
Ceased
Oct. 1, 2021
Status
Ceased
Licence Holder
Maven Capital Pty Ltd (#418504)
Commenced
Feb. 19, 2024
Ceased
March 4, 2024
Status
Ceased
Licence Holder
Spark Advisors Australia Pty Ltd (#380552)
Commenced
Sept. 29, 2017
Ceased
April 30, 2021
Status
Current
Licence Holder
Wealth Trail Pty ltd (#521516)
Commenced
May 14, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Gwm Adviser Services Pty Ltd (#230692)
Commenced
Nov. 26, 2012
Ceased
Oct. 20, 2017