PATRICK MICHAEL DODDS
Financial Adviser · New Lambton, NSW
📚 Qualifications & Training
2013 - Diploma Financial Services - - Monarch Institute
2016 - Advanced Diploma of Financial Services - - Monarch Institute
2017 - Self Managed Superannuation Funds - - Kaplan Professional
2021 - TPB506TA Australian Taxation Law for Tax Agents - Other - AAMC Training Group
2024 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of New England
2025 - Margin Lending Specialist - Other - Kaplan Professional
2026 - Tax for Financial Advising - Other - Kaplan Professional
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.