PATRICK GIDDY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2003 - Bachelor Of Business (Accounting) - - Australian Catholic University
2006 - Margin Lending and Geared Investments - - Kaplan Professional
2008 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2010 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA)
2010 - Certified Financial Planner (CFP®) - - Financial Planning Association of Australia (FPA)
🏢 Professional Memberships
FINSIA
Financial Advice Association of Australia (FAAA)
SMSF Professionals' Association of Australia
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.