Patrick Toffoli – Financial Adviser
Adviser identifying number: 1001986
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007
Name of the licence holder: H.E.S.T. AUSTRALIA LTD.
Licence number: 235249
Licensee’s ABN: 66006818695
Licence controlled by:
The date the Financial Adviser commenced the appointment: 23/07/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: H.E.S.T. AUSTRALIA LTD.
Authorised Representative identifying number: 235249
Authorised Representative’s ABN: 66006818695
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan
- Diploma of Financial Services (Financial Planning) – Kaplan
- Graduate Certificate of Financial Planning – Kaplan
- Graduate Diploma of Financial Planning – Kaplan
Relevant memberships of professional bodies or industry associations:
- Association of Superannuation Funds Australia (ASFA)
- Australian Institute of Superannuation Trustees (AIST)
- Institute of Public Accountants (IPA)
Patrick Toffoli is authorised to provide advices on following products:
- Superannuation