PATRICK CHIPP

Financial Adviser ยท Beaumaris, VIC

Registered

Registration Number

001287574

Registration Status

Registered

Location

Beaumaris, VIC 3193

Providing Advice Since

2021

Registration Date

26/09/2022

Financial Services Licensee

AFFINIA FINANCIAL ADVISERS PTY LTD

Licence #000237857

ABN (Australian Business Number)

56606257844

๐Ÿ“š Qualifications & Training

2018 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.