PATRICK HARRISON BARRY

Financial Adviser · Melbourne, VIC

Registered

Registration Number

000296028

Registration Status

Registered

Location

Melbourne, VIC 3004

Providing Advice Since

2000

Registration Date

24/11/2005

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

1997 - Bachelor of Commerce (International Business) - Bachelor Degree (AQF 7) - Curtin University
2007 - Master of Financial Planning - Masters Degree (AQF 9) - Royal Melbourne Institute of Technology

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.