Toby Perkins
Financial Adviser in Adelaide, South Australia, Australia
Review Toby Perkins
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001002908
- Location
- Adelaide SA 5000
- Licensee
- Guideway Financial Services Pty Ltd (AFSL 420367)
- Authorised since
- 20 July 2017
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce (Corporate Finance), University of Adelaide (2005); Graduate Diploma in Global Wealth Management, University of Adelaide (2007); FNS60404 Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2012); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2012); CFP Certification Program, Financial Advice Association of Australia Limited (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019); Accredited Aged Care Professional, Aged Care Steps (2023)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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
- Restriction
- Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised
- Tax (financial) advice
- Yes
- Register status
- Current
About Toby Perkins
Toby Perkins is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 001002908).
Advice is given under the Australian financial services licence of Guideway Financial Services Pty Ltd, licence number 420367. The current authorisation started on 20 July 2017.
According to the register, Toby first provided financial advice in 2012. The qualifications listed for Toby include Bachelor of Commerce (Corporate Finance) (University of Adelaide, 2005), Graduate Diploma in Global Wealth Management (University of Adelaide, 2007) and FNS60404 Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
Toby is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.”
Reviews
Nobody has reviewed Toby Perkins here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Toby Perkins a registered financial adviser?
Yes. Toby Perkins is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002908.
Which licensee does Toby Perkins work under?
Guideway Financial Services Pty Ltd, Australian financial services licence 420367.
What can Toby Perkins 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. It also records this restriction: "Securities- Limited to Guideway Financial Services authorised product list; Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised."