Our people

Patrick Fagan


Private Client Adviser
Email: patrick.fagan@sfg.com.au
Phone: 03 6498 7777
Patrick graduated from the University of Tasmania with a Bachelor of Social Science (Police Studies). He has completed a Diploma in Business Management (SET), a Diploma in Financial Services with the Investment Banking Institute of Australia (IBI), a Graduate Certificate in Financial Planning through the University of Sunshine Coast (USC) and is currently completing a Graduate Diploma in Financial Planning (USC).
 
Patrick has a background in tourism and hospitality management and worked for a research company based out of Monash University in Melbourne. He completed an overseas study exchange with Rotary where he spent time with insurance and financial planning specialists in New York, including a Barron’s top 100 Adviser and the Managing Director of Acquisitions at the New York Stock Exchange.
 
Patrick specialises in financial planning and investment advice for private clients with a focus on retirement planning, wealth accumulation, superannuation, insurance and Centrelink advice.