PATRICK MALONE

Financial Adviser · Melbourne, VIC

Registered

PATRICK MALONE is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2018, based in Melbourne, Victoria. They are authorised to provide advice under BONGIORNO WEALTH MANAGEMENT PTY LTD (AFSL licence #000345313). Registered qualifications on file include 2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - RG146 Training Australia Pty Ltd, 2016 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University, 2022 - 922 Derivatives & Skills - Other - Kaplan Professional. Professional memberships listed: Financial Advice Association of Australia (FAAA).

Registration Number

001271737

Registration Status

Registered

Location

Melbourne, VIC 3004

Providing Advice Since

2018

Registration Date

06/09/2021

Financial Services Licensee

BONGIORNO WEALTH MANAGEMENT PTY LTD

Licence #000345313

📚 Qualifications & Training

2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - RG146 Training Australia Pty Ltd

2016 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University

2022 - 922 Derivatives & Skills - Other - Kaplan Professional

2022 - Self Managed Superannuation Funds - Other - Kaplan Professional

2023 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional

2023 - Taxation for Financial Planning - Other - Kaplan Professional

2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional

2025 - Investment Advice - Other - Kaplan Professional

2025 - Superannuation & Retirement Advice - Other - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.