Tel 1300 265 722 (1300 COL SBA)

Associate Adviser


Bachelor of Business (Finance)

Bachelor of Economics (Economic Foundations)

Diploma of Financial Planning

Patrick’s role

Patrick works in collaboration with Advisers through the provision of support and his involvement in the production and delivery of financial planning services and advice.

About Patrick

Patrick was born in Hobart and spent most of his childhood growing up in different parts of Tasmania, before returning to Hobart for his secondary and tertiary education.

Patrick completed a Bachelor of Business and Bachelor of Economics in 2015 and has recently completed his Diploma of Financial Planning. After 2 years working within the banking industry, Patrick’s aspiration to achieve great outcomes and enhance the financial wellbeing of others has been reaffirmed, as well as his unparalleled enthusiasm for finance.

A university semester abroad in Sweden created a keen interest in exploring overseas destinations whenever he gets the chance. Patrick also enjoys playing futsal and experiencing Tasmania’s unique surroundings.