Toby Perkins

Financial Adviser

ASIC adviser number:
001002908
Qualifications and training:

2005, Bachelor of Commerce (Corporate Finance), Bachelor Degree (AQF 7), University of Adelaide
2007, Graduate Diploma in Global Wealth Management, Graduate Diploma (AQF 8), University of Adelaide
2012, FNS60404 Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), Kaplan Education Pty Limited
2012, Self Managed Superannuation Funds, Other, Kaplan Education Pty Limited
2016, CFP Certification Program, Professional Designations, Financial Advice Association of Australia Limited
2019, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education Pty Limited
2023, Accredited Aged Care Professional, Other, Aged Care Steps

When adviser first provided advice:
2012
Membership of professional associations:

Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA), Certified Financial Planner

Disciplinary action by ASIC:
None
Location:
Lvl. 1, 431 King William St
Adelaide  SA  5000
AFS licence holder name:
Guideway Financial Services Pty Ltd
AFS licence number:
000420367
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».