Pat has more than 32 years’ experience in the financial services industry and broad working experience from long-term tenures at large national companies.
Integrating his own skill set with both internal and external professionals has enabled him to deliver optimum client outcomes and establish him a good reputation in the industry.
With an eye for opportunity and innovation, Bellwether Financial Group supports Pats’ desire to continually provide superior service outcomes for clients of the business.
Pat is able to provide all services available under the license, specialising in the disciplines of wealth protection, insurances, investment management and estate planning to protect and enhance his client’s short and long-term goals. Should margin lending services be required, Pat often engages Martin’s (Bellwether Managing Director) expertise in this area to assist his clients.
With a commitment to excellence and ongoing education, Pat maintains an up to date knowledge of market, regulatory happenings and industry training in order to best service his clients. His current objective is to attain qualification for the Million Dollar RoundTable (MDRT) which is a worldwide standard for the best insurance advisers globally.
Away from work Pat loves to work on his property with his wife Josie. He enjoys keeping fit and healthy and is harbouring an ambition to play veterans footy again in the near future. Some say he is a terrible singer and that he should stick to financial planning. The office suffers in silence.
Level 20 Exchange Tower
2 The Esplanade Perth WA 6000
PO Box Z5393 St Georges Tce
Perth WA 6831
© Bellwether Financial Group
Bellwether Financial Group Pty Ltd
ABN 56 607 274 411 AFSL 479993