Patrick is a Certified Financial Planning® professional with 15 years experience in the financial services profession, including time spent in London working for an Investment Bank. Having experienced different sides of the investment management industry gives Patrick a unique multidimensional perspective.
Working as a para-planner before becoming an adviser, Patrick combines a solid technical foundation with the more altruistic side of advising to build wealth strategies that position clients for optimal success.
Whether working with a not-for-profit committee to deliver on objectives, helping entrepreneurs and business owners navigate each stage of their company’s lifecycle, or building personalised investment plans for multiple generations of a family, Patrick recognises that everyone’s financial goals are unique to who they are as individuals.
Away from the office, Patrick enjoys his active role as father and husband to a young family. When time permits, he can be found indulging in his love of cricket as a long term member of the South Australian Cricket Association (SACA) and AFL as a supporter of the Adelaide Crows.