Strategic financial planning
Patrick has over 25 years’ experience at a senior leadership level in financial services, covering all aspects of the industry including investments, operations, superannuation and managed accounts. Before joining Centrepoint Alliance, Patrick was Chief Operating Officer at Fiducian Group for nearly 15 years, managing all aspects of the platform offering including compliance and operations. He also spent time in leadership positions at Rothschild Australia Asset Management, and AM Corporation.
Patrick is passionate about the advice industry and is committed to providing advisers with investment services that help create efficiencies in their businesses as well as provide safe and cost-effective solutions for end clients.