Patrick Duffy

Financial Adviser

ASIC adviser number:
000336814
Qualifications and training:

2005, Bachelor of Business (Finance), Bachelor Degree (AQF 7), University of Technology Sydney (UTS)
2008, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Mentor Education Pty Ltd
2012, Self Managed Superannuation Funds Program, Other, Kaplan Professional
2014, Diploma of Finance and Mortgage Broking Management, Diploma (AQF 5), Kaplan Professional
2014, Margin Lending, Knowledge and Skills Program, Other, Kaplan Professional
2015, Master of Commerce (Financial Planning), Masters Degree (AQF 9), University of Western Sydney (UWS)
2022, Accredited Aged Care Professional Program, Other, Aged Care Steps
2022, Accredited Listed Product Adviser Program, Other, Kaplan Professional
2025, Ethics and Professionalism in Financial Advice Course (FPC002B), Bridging Course, Ethics, Kaplan Higher Education

When adviser first provided advice:
2009
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Location:
126 Kite St
Orange  NSW  2800
AFS licence holder name:
Alliance Wealth Pty Ltd
AFS licence number:
000449221
Licence controlled by:
Centrepoint Alliance Limited ~ Centrepoint Wealth Pty Ltd [Date Ceased: 21/02/2018]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».