Private Client Adviser
Patrick is a Private Client Adviser in the Perth office for the Shadforth Financial Group.
Education and experience
Patrick holds a Bachelor of Engineering degree (Civil with Honours) from the University of Western Australia, a Diploma of Financial Planning and a Graduate Diploma of Applied Finance and Investment. He holds the CERTIFIED FINANCIAL PLANNER® practitioner designation, the highest certification for financial advisers in the profession.
Patrick's financial and technical expertise has been recognised at a national level with a prestigious Top 50 adviser ranking within Australia in each of the 2010, 2011, 2012 and 2013 Australian Financial Review Smart Investor Masterclass for Financial Planning Awards.
In 1997, Patrick joined Keysbrook Financial Services as a paraplanner. He was a financial adviser and the technical manager when Keysbrook merged with Shadforth in 2008. Patrick specialises in wealth accumulation, retirement planning and life insurance.
Outside of work
Away from work, Patrick enjoys AFL football (he was a field umpire for 17 years in the Perth amateur competition), keeping fit and music. Patrick is married to Gretchen and has two young sons.