PATRICK GERARD DUFFY
Financial Adviser · Orange, NSW
📚 Qualifications & Training
2005 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - University of Technology Sydney (UTS)
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd
2012 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
2014 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
2014 - Margin Lending - Knowledge and Skills Program - Other - Kaplan Professional
2015 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney (UWS)
2022 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
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.