Patrick Toffoli
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001986
- Location
- Adelaide SA 5000
- Licensee
- H.e.s.t. Australia Ltd. (AFSL 235249)
- Authorised since
- 23 July 2007
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2008); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2013); Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019); Master of Financial Planning, Kaplan Higher Education Pty Limited (2019)
- Memberships
- Association of Superannuation Funds Australia (ASFA); Australian Institute of Superannuation Trustees (AIST); Financial Advice Association of Australia (FAAA); Institute of Public Accountants (IPA)
- Advice areas
- superannuation
- Restriction
- only limited to only provide advice on HESTA products
- Tax (financial) advice
- Yes
- Register status
- Current
About Patrick Toffoli
Patrick Toffoli is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 001001986).
Patrick provides advice as an authorised representative of H.e.s.t. Australia Ltd., which holds Australian financial services licence 235249. That authorisation dates from 23 July 2007.
According to the register, Patrick first provided financial advice in 2007. The qualifications listed for Patrick include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2006), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2008) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2013). Patrick is recorded as a member of Association of Superannuation Funds Australia (ASFA), Australian Institute of Superannuation Trustees (AIST) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “only limited to only provide advice on HESTA products.”
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Questions people ask
Is Patrick Toffoli a registered financial adviser?
Yes. Patrick Toffoli is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001986.
Which licensee does Patrick Toffoli work under?
H.e.s.t. Australia Ltd., Australian financial services licence 235249.
What can Patrick Toffoli give advice on?
The register lists these advice areas: superannuation. It also records this restriction: "only limited to only provide advice on HESTA products."