Pat has worked for many years in the finance industry, decades in fact. Starting out in banking, he progressed to managing high net worth individuals in the private banking sector.
In more recent years, Pat has worked as a Financial Planner providing advice around Investments, Superannuation, Retirement, Wealth Strategies and Risk Protection.
Pat is ideally suited to head our financial planning arm, we are very grateful for the opportunity to utilise his experience and knowledge of a broad range of financial areas to assist our clients build and protect wealth in a manner that takes into account their personal needs and circumstances.
Pat would welcome the opportunity to meet with you at any time for an obligation free discussion on ways to help you achieve and protect your financial future.
Authorised Representative No 441056