TOBY PERKINS
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2005 - Bachelor of Commerce (Corporate Finance) - Bachelor Degree (AQF 7) - University of Adelaide
2007 - Graduate Diploma in Global Wealth Management - Graduate Diploma (AQF 8) - University of Adelaide
2012 - FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited
2012 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited
2016 - CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2023 - Accredited Aged Care Professional - Other - Aged Care Steps
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
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.