Financial Adviser
· SYDNEY, NSW
Patrick Giddy
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000481
Patrick Giddy is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. Patrick is currently authorised under Trilogy & Co 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 (CFP) from Financial Planning Association of Australia (FPA). Patrick is a member of FINSIA, Financial Advice Association of Australia (FAAA) and SMSF Professionals' Association of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor Of Business (Accounting)
Australian Catholic University
2006
Margin Lending and Geared Investments
Kaplan Professional
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2010
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)