Patricia Ryan

Financial Adviser at Parker Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Canberra, Australian Capital Territory, Australia, AU
Languages
  • English -
Skills

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Bio

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Credentials

  • Tier 1 Margin Lending - General Advice
    Kaplan
    Jul, 2023
    - Sep, 2024
  • Tier 1 Generic Knowledge
    Kaplan
    Dec, 2022
    - Sep, 2024
  • TASA and the TPB Code of Professional Conduct
    Kaplan
    May, 2022
    - Sep, 2024
  • Financial Planner AFP Membership
    Financial Planning Association (FPA)
    Mar, 2022
    - Sep, 2024
  • Financial Adviser Work and Training Professional Year
    Parker Financial
    Feb, 2021
    - Sep, 2024
  • FPC002B Ethics and Professionalism in Financial Advice
    Kaplan
    Jan, 2021
    - Sep, 2024
  • Financial Adviser Examination
    FASEA / Corp Act
    Aug, 2020
    - Sep, 2024
  • Diploma in Business
    St Francis Xavier College ACT
    Dec, 2013
    - Sep, 2024
  • Diploma in Media
    St Francis Xavier College ACT
    Dec, 2013
    - Sep, 2024

Experience

  • Parker Financial
    • United States
    • Financial Services
    • Financial Adviser
      • Dec 2021 - Present

      Authorised Rep of Parker Wealth Management. Completed the Financial Advisers Work and Training Professional Year (met the exam standard in accordance with Section 921B of Corp Act 2001).

    • Paraplanner/Associate Adviser
      • Apr 2019 - Dec 2021

      I have experience working with HNW clients to develop and implement strategies around superannuation (including SMSFs), retirement, investment, family trusts, companies, cash flow and debt management and insurance. I regularly sit in on client meetings and communicate with clients. I have experience in xplan, xtools, needs analysis and risk researcher. And more!

    • Client Services Executive
      • Feb 2018 - Apr 2019

      Parker Financial Services (PFS) is a boutique self-licensed firm providing a high level of strategic financial advice & invesment managment. PFS is also a specialist in tailored lending and insurance.

  • Bridges Financial Services
    • Financial Services
    • 100 - 200 Employee
    • Administrative Assistant
      • 2015 - Jul 2016

Education

  • University of Canberra
    Bachelor of Commerce - BCom, Majoring in Financial Planning
  • University of Canberra
    Bachelor of Communications in Advertising

Community

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