PATRICK TOFFOLI
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2013 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
š¢ Professional Memberships
Association of Superannuation Funds Australia (ASFA)
Australian Institute of Superannuation Trustees (AIST)
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
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.