Financial Adviser
· ORANGE, NSW
Patrick Gerard Duffy
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000336814
Patrick Gerard Duffy is a financial adviser based in Orange, New South Wales, with 17 years of experience in the financial services industry. Patrick is currently authorised under Findex Advice Services 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 Master of Commerce (Financial Planning) from University of Western Sydney (UWS).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Excluding LRBA
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Business (Finance)
University of Technology Sydney (UTS)
2008
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2012
Self Managed Superannuation Funds Program
Kaplan Professional
2014
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2014
Margin Lending
Other - Kaplan Professional
2015
Master of Commerce (Financial Planning)
University of Western Sydney (UWS)
2022
Accredited Aged Care Professional Program
Aged Care Steps
2022
Accredited Listed Product Adviser Program
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
Registration History
Excluding LRBA
LONSDALE FINANCIAL GROUP PTY LTD
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register