Financial Adviser · WEETANGERA, ACT

Patrick John Carberry

37 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000265143

Patrick John Carberry is a financial adviser based in Weetangera, Australian Capital Territory, with 37 years of experience in the financial services industry. Patrick is currently authorised under Ri Advice Group Pty Ltd. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Patrick is a member of FINSIA and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

1996

Diploma of Financial Markets

Securities Institute

1999

8 unit Diploma of Financial Planning

Financial Planning Association of Australia Limited

1999

Certified Financial Planner

Financial Planning Association of Australia Limited

2014

Accredited Listed Product Adviser Program

Kaplan Professional Education

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Ri Advice Group Pty Ltd

Jul 1995 - Present Current

Superannuation: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register