PATRICIA SOARES GARCIA
Financial Adviser · Bowen Hills, QLD
📚 Qualifications & Training
2008 - Bachelor of Biotechnology (Drug Design & Development) - Bachelor Degree (AQF 7) - University of Queensland
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2012 - Margin Lending - Other - Kaplan
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2018 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association Australia
2021 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - FPC001B - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2025 - FPC007B - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
🏢 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.