ADAM PATCHING
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2000 - Bachelor of Commerce & Economics - Bachelor Degree (AQF 7) - The Australian National University
2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Limited
2004 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2007 - FPA SMSF Adviser Education Program - Other - Financial Essentials
2015 - FNSASICR503A Provide Advice in Margin Lending - Other - Pinnacle Financial Services Academy
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.