Patrick Giddy
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000481
- Location
- Sydney NSW 2000
- Licensee
- Trilogy & Co Pty Ltd (AFSL 516102)
- Authorised since
- 9 August 2019
- First provided advice
- 2006
- Qualifications
- Bachelor Of Business (Accounting), Australian Catholic University (2003); Margin Lending and Geared Investments, Kaplan Professional (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2010); Certified Financial Planner (CFP®), Financial Planning Association of Australia (FPA) (2010)
- Memberships
- FINSIA; Financial Advice Association of Australia (FAAA); SMSF Professionals' Association of Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Patrick Giddy
Patrick Giddy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001000481).
Advice is given under the Australian financial services licence of Trilogy & Co Pty Ltd, licence number 516102. The current authorisation started on 9 August 2019.
The register records 2006 as the year Patrick first provided financial advice. The qualifications listed for Patrick include Bachelor Of Business (Accounting) (Australian Catholic University, 2003), Margin Lending and Geared Investments (Kaplan Professional, 2006) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008). Patrick is recorded as a member of FINSIA, Financial Advice Association of Australia (FAAA) and SMSF Professionals’ Association of Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Patrick Giddy a registered financial adviser?
Yes. Patrick Giddy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000481.
Which licensee does Patrick Giddy work under?
Trilogy & Co Pty Ltd, Australian financial services licence 516102.
What can Patrick Giddy give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.