Professional qualifications

Advanced Diploma of Financial Services (Financial Planning)

Adviser Profile

Patrick Harrison​

Principal/Financial Adviser​

Professional experience

I have been a Financial Adviser since 2008, having previously worked with two major banks.

Growing up with parents who had a keen interest in the investment markets – with my mother working in stock broking for 15 years – financial planning has always been an area of interest for me. When the oppourtunity arose for me to undertake study and become a Financial Adviser, I jumped at the chance!

I enjoy sitting with my clients and uncovering what is important in their life both now and into the future, working with them to develop a plan to achieve their financial and lifestyle goals. I endeavour to build lifelong relationships with my clients, continuing to work with them to ensure they stay on track as their circumstances change over time.

I have worked with clients from all walks of life, from those just starting out on their financial journey with the purchase of their first home, all the way through to investing and into pre and post retirement planning.

I look forward to meeting you!