Financial Adviser · CARINGBAH, NSW

Patrick Donald Mcstay

CARINGBAH, NSW
9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001252275
Currently at
South Melbourne, VIC (firm address)

About Patrick Donald Mcstay

Patrick Donald Mcstay is a financial adviser based in Caringbah, New South Wales, with 9 years of experience in the financial services industry since 2017. Patrick is currently authorised under Advice Assist Australia. Patrick holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Patrick's qualifications include a Bachelor of Commerce from University of New South Wales. Patrick is a member of Chartered Accountants Australia and New Zealand (CA ANZ), National Tax and Accountants' Association and Tax Practitioners Board.

Authorised to Advise On

Tax Financial Advice Superannuation Deposit Products

Authorised to provide tax financial advice services

Qualifications and Training

2005
Bachelor of Commerce
University of New South Wales
2005
Bachelor of Commerce in Accounting and Finance
The University of New South Wales
2007
Chartered Accountant
The Institute of Chartered Accountants in Australia
2007
Chartered Accountant Program
Chartered Accountants Australia and New Zealand (CA)
2016
RG146
AAMC Training Group
2025
MAI769
Bridging Course - Ethics - Deakin University
2026
SMSF Specialist Advisor Program
SMSF Association Ltd (SMSF)

Registration History

Aug 2026 - Present Current
Aug 2023 - Dec 2025 Ceased
Feb 2017 - Dec 2021 Ceased

Source: ASIC Financial Advisers Register