ROBYN AIDEEN PATCH
Financial Adviser · Lismore, NSW
📚 Qualifications & Training
2009 - Bachelor of Commerce (Financial Planning and Accounting Major) - Bachelor Degree (AQF 7) - Griffith University
2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
2013 - Principles in Self Managed Superannuation Funds - - International Institute of Technology
2015 - Accredited Listed Product Adviser Program - - Kaplan Professional Education
2017 - Certified Financial Planner - - Financial Planning Association
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
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.