- CERTIFIED FINANCIAL PLANNER®
- Diploma of Financial Planning
- Certificate of Superannuation Management
- Bachelor of Arts (Psychology)
My approach to financial planning comes from the phrase ‘learn from the past, act in the present, and create the future’. This guides everything that I do for clients, and helps to deliver results that meet their expectations.
Patrick has worked in the finance industry for 14 years, firstly in customer service roles in the banking sector, and then moving into financial planning due to his strong interest in helping people achieve their financial objectives. He joined StatePlus in 2001 from a major Australian bank where he was a financial planner.
A strong client service ethos drives Patrick, and he has a genuine commitment to working in partnership with his clients to help create their financial future. He enjoys undertaking regular study to ensure his technical knowledge remains up to date and relevant for his clients, and is currently studying for a Masters of Commerce (Financial Planning).
Patrick is a keen swimmer and is involved with his local swimming squad. When time permits, Patrick also enjoys participating in ocean swim competitions. However, being married and with a young baby, Patrick is most often found on weekends at his local park on Sydney's lower north shore enjoying time with his family.