Data sourced from ASIC Financial Advisers Register
Financial Adviser · ADELAIDE, SA

Patrick Toffoli

19 Years experience
Tax advice
authorised
Currently at
H.e.s.t. Australia Ltd.
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001001986

Patrick Toffoli is a financial adviser based in Adelaide, South Australia, with 19 years of experience in the financial services industry. Patrick is currently authorised under H.e.s.t. Australia Ltd.. Patrick holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. Patrick is a member of Association of Superannuation Funds Australia (ASFA), Australian Institute of Superannuation Trustees (AIST), Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: only limited to only provide advice on HESTA products

Authorised to provide tax financial advice services

Qualifications and Training

2006
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2013
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2019
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

H.e.s.t. Australia Ltd.
Jul 2007 - Present Current
only limited to only provide advice on HESTA products

Source: ASIC Financial Advisers Register