Patrick joined E&P’s Private Wealth Management team in 2020 and is dedicated to helping clients achieve their financial goals through tailored, transparent, and well-researched advice. He provides comprehensive guidance across all life stages, with a particular focus on strategic liquidity planning, cash flow management, and portfolio construction aligned to each client’s long-term goals.

Patrick takes a thoughtful, relationship-centred approach to advice. He begins with a comprehensive discovery process to understand each client’s values, priorities, and aspirations, ensuring recommendations are both highly personalised and clearly explained. He is committed to empowering clients with the knowledge and confidence they need to make informed financial decisions.

He holds a Bachelor of Business (Distinction) and a Diploma in Innovation from the University of Technology Sydney, a Graduate Diploma of Financial Planning from Kaplan Professional, and has completed the Financial Adviser Standards & Ethics Authority (FASEA) exam.

Outside of work, Patrick enjoys spending time with his family and their dog and is a proud supporter of the St George Illawarra Dragons.