PATRICK ALBERT
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2009 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Stockbrokers and Financial Advisers Association Limited
2009 - SDIA Derivatives Accreditation Program - Other - Securities & Derivatives Industry Association
2012 - Margin Lending Accreditation Program - Other - Stockbrokers Association of Australia
2014 - Foreign Exchange Accreditation Program - - Deakin Prime
2015 - Accredited Derivatives Adviser Level 2 - ADA2 - Other - Stockbrokers Association of Australia
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
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.