PATRICK JOSEPH MOORE
Financial Adviser · Warriewood, NSW
📚 Qualifications & Training
1999 - Retirement Planning - - Financial Planning Association of Australia
1999 - Risk Management and Insurance Planning - - Financial Planning Association of Australia
2006 - PS146 Training Course 1 Managed Investments and Securities - - Financial Services Training and Assessment
2006 - PS146 Training Course Introduction to Financial Planning and Services - - Financial Services Training and Assessment
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
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.