PATRICIA MARGARET GREGORY
Financial Adviser · South Melbourne, VIC
📚 Qualifications & Training
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2019 - Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - Griffith University
2022 - Certified Financial Planner - Professional Designations - FPA Australia
2022 - Master Of Financial Planning - Masters Degree (AQF 9) - Griffith University
🏢 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.