Here's our team
A great bunch of people and really good at what they do. Find out more about them or get in touch for a chat. We're always here to help.
A great bunch of people and really good at what they do. Find out more about them or get in touch for a chat. We're always here to help.
Pat Kelly (Authorised Representative No 244957) is our Senior Financial & Risk Insurance Adviser, managing a diverse portfolio of clients – ranging from people in their early 20s looking for an early start on their financial journey, through to successful retirees enjoying the rewards of a well-managed working life.
In line with our integrated advice approach, Pat often works closely with our senior accounting and business advisory team to structure a 'whole-of-client' financial strategy for the people who trust us to help them with their financial future.
Pat joined The Peak Partnership in 2001 as a paraplanner and, in 2002, he was named Independent Financial Advisor Paraplanner of the Year by the industry-leading IFA Magazine. Pat quickly moved through to financial planner level and became our senior wealth adviser in late 2011.
From January 2012, Pat took a more hands on role in Peak’s Wealth Protection (life insurance) division, leading to a more streamlined approach to our “whole of client” Wealth Design and Protection focus. This also added greater depth to his client relationships.
Pat’s mantra is that quality advice always follows Discovery! Discovering what is truly important to you and helping you find greater clarity around those goals that will take either money, planning and/or advice to achieve. His purpose then becomes tailoring a strategy to deliver the required outcomes with ongoing advice, clarity and direction.
Pat was appointed as a Director at The Peak Partnership on 01 July 2019.
When it’s pens down, Pat usually has his hands full with two young daughters constantly on the go – but being an avid lover of sport he does find time to relax and watch his beloved Parramatta Eels or hit the golf course (albeit very rarely these days)!
E: patk@peakpartnership.com.au
P: 07 3360 9898
