Patrick Valentine Hennessy

Name
Patrick Valentine Hennessy
ID
441056
ABN
First Provided Advice
2013
Restrictions
Superannuation excludes SMSF Advice

Qualifications

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

  • 1992 - Bachelor of Business - - University of Southern Queensland
  • 2003 - Graduate Diploma of Financial Planning - - Securities Institute
  • 2011 - Margin Lending and Geared Investments - - Kaplan Professional
  • 2013 - ASIC RG146 Skills Assessment - - Integrity Education Group
  • 2021 - FASEA Standards Authority - Other - FASEA

Memberships

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

Licencee

Status
Ceased
Licence Holder
Poynter Hargraves Financial Consultants Pty Ltd (#237846)
Commenced
Dec. 9, 2019
Ceased
Oct. 19, 2023
Status
Current
Licence Holder
Rightway Financial Advice Pty ltd (#514841)
Commenced
Nov. 6, 2023

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
Amp Financial Planning Pty Limited (#232706)
Commenced
June 24, 2013
Ceased
July 14, 2014
Status
Ceased
Licence Holder
Gps Wealth Ltd (#254544)
Commenced
Aug. 18, 2016
Ceased
July 13, 2018
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
Aug. 23, 2018
Ceased
Oct. 23, 2019
Status
Ceased
Licence Holder
Suncorp Financial Services Pty Ltd (#229885)
Commenced
Nov. 7, 2014
Ceased
June 2, 2016