PATRICK PONCE
Financial Adviser Ā· Thornleigh, NSW
š Qualifications & Training
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
2016 - Bachelor of Accounting - Bachelor Degree (AQF 7) - University of South Australia
2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.