Patrick is a Certified Financial Planner, with full accreditation through FPA. Highly-qualified and skilled, Pat holds Bachelor of Economics and Commerce (Accounting and Finance) degrees, as well as a Diploma of Financial Planning. He was also named Independent Financial Advisor Paraplanner of the Year for 2002, awarded by the industry-leading IFA Magazine.
As an Authorised Representative of Professional Investment Services (our financial planning affiliate), Pat is a key player in our Wealth Design Solutions area. Pat brings to The Peak Partnership expert advice across a range of wealth management and long-term investment strategies for individual and business clients.
P: 07 3360 9898
F: 07 3422 1144