With a career spanning three decades and a passion for numbers, Patrick has worked with global institutions including Deutsche Bank, Morgan Stanley, and Credit Suisse First Boston. In 2005, he transitioned to personal financial advice, where he enjoys assisting individuals and families across all areas of financial planning, including debt reduction, cash flow management, portfolio construction, tax-effective superannuation strategies, and retirement income planning.
In his spare time, he loves the outdoors spending any spare time he has playing golf, tennis, surfing, football, bushwalking and chasing his children around a park.
Fellow Member of Financial Services Institute of Australia (FINSIA)
Your adviser is based at our Sydney office
