Financial Adviser
· MELBOURNE, VIC
Patrick Malone
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271737
Patrick Malone is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Patrick is currently authorised under Perpetual Trustee Company Limited. 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 Advanced Diploma of Financial Planning from RG146 Training Australia Pty Ltd. Patrick is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Advanced Diploma of Financial Planning
RG146 Training Australia Pty Ltd
2016
Graduate Certificate in Financial Planning
Griffith University
2022
922 Derivatives & Skills
Kaplan Professional
2022
Self Managed Superannuation Funds
Kaplan Professional
2023
FPC001B Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2023
Taxation for Financial Planning
Kaplan Professional
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
Investment Advice
Kaplan Professional
2025
Superannuation & Retirement Advice
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved products list or derivatives.
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