Private Client Adviser – ipac south australia
67 Greenhill Road,
Wayville SA 5034
Patrick, a Private Client Adviser, has over 10 years’ experience in the financial services profession. He holds an Advanced Diploma in Financial Planning and a Bachelor of Finance and is an AFP® member of the Financial Planning Association of Australia.
Patrick joined ipac south australia in 2010, in a Management position for Para Planning, later becoming a Client Service Adviser prior to his role as a Private Client Adviser. This allowed him to develop his skills and provide him with a strong technical basis for the provision of sound financial advice.
Patrick is dedicated to helping clients understand the nuances involved in financial planning, with a particular focus on superannuation and wealth accumulation.
Outside of work, Patrick has a strong sporting interest, in particular cricket and football and enjoys spending time with his young family.