Pat’s passion for the dynamic and ever-changing financial advice industry is what propels him in his role at Coastal Advice Group. This, combined with his business and financial know-how, is what drives his purpose as a Trainee Financial Adviser.
For Pat, the appeal to his role is the benefit he can bring to other’s financial situations “Throughout my studies and work, I see people lacking the financial knowledge and literacy to make proper financial choices. I love that I can help people to have more confidence and understanding of their decisions.”
Whether this is helping young professionals accumulate their wealth or providing advice on how clients can plan for their future, he enjoys assisting all to better their lives and their financial situations.
Buying his first house in Newcastle at the age of 21, it is clear Pat has a sound understanding of how to make great financial decisions and is keen to share his knowledge and expertise with the world.
Wanting to embrace a holistic approach to financially supporting others, Pat has engaged in numerous studies to support his processes. He currently holds a Bachelor of Commerce in Finance and a Graduate Diploma of Financial Planning as well as presently undertaking a Bachelor of Laws.
It is this depth of knowledge and education, combined with is personable nature, that make Pat such a valuable adviser to the CAG team.