Patrick is a Private Wealth Adviser in the Devonport office for the Shadforth Financial Group.
Patrick graduated from the University of Tasmania with a Bachelor of Social Science (Police Studies). He has since completed a Master of Business (UTAS), Graduate Diploma in Financial Planning (USC), a Diploma in Financial Services (IBI) and a Diploma in Business Management (SET). Patrick has also been accredited with CERTIFIED FINANCIAL PLANNER® (CFP) practitioner status. CFP certification is the highest level of certification a financial planner can achieve and is internationally recognised.
Patrick has a background in tourism and hospitality management and previously worked for a research company based at Monash University in Melbourne. An overseas study exchange with Rotary saw him spend time with 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 joined the Shadforth Financial Group in 2008. Patrick enjoys working with youngfamilies and professionals and focuses on cash flow modelling to ensure his clients continually make good financial decisions and avoid making bad financial decisions. Patrick specialises in providing financial planning and investment advice for private clients, with a focus on retirement planning, wealth accumulation, superannuation, insurance and Centrelink advice.
Away from work, Patrick enjoys spending time with his wife Lisa and three young children. Patrick enjoys a variety of sports and outdoor activities with family and friends.