Patrick joined us in 2009 in a supporting role in financial planning. His background was in tax and accounting from his prior roles in other Chartered firms over the previous eight years. He is a qualified financial adviser and as General Manager, is responsible for the day to day operations of the business.
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Has a Bachelor of Accounting
Has a Diploma in Financial Planning and a Diploma in Finance and Mortgage Broking Management
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Is an Authorised Representative of Count Financial
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He and his wife are proud parents to their two children
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Has a love for karaoke and kickboxing
Assists clients by providing advice on investments, superannuation, retirement planning and personal insurance