Adam Patching Email & Phone Number
Founder and Principal Adviser
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Adam Patching Location
- Melbourne, VIC, AU
Adam Patching Work
- 2023 -now Founder and Principal Adviser @ Patching Private Wealth
- 2019 -2023 Private Banker @
- 2016 -2019 Senior Wealth Adviser @
- 2011 -2016 Private Wealth Manager - Strategic Advice, Private Bank @
- 2008 -2011 Senior Adviser @
- 2004 -2008 Senior Financial Planner @
- 2002 -2004 Paraplanner @
- 1998 -2002 Financial Planner @
Adam Patching Education
- University of Melbourne - Melbourne Business School
Executive MBA
2013-2014 - Deakin University
Diploma of Financial Planning (Financial Planning and Services)
1999-2001 - The Australian National University
Bachelor of Commerce (Accounting and Finance)
1997-1999 - The Australian National University
Bachelor of Economics (Economics)
1997-1999 - Université libre de Bruxelles
Sciences Economiques (Economics)
1993-1996 - Canberra Grammar School 1989-1992
- Financial Adviser Standards and Ethics Authority (FASEA)
Financial Adviser Exam
2020 - Kaplan Professional 2019
Adam Patching Skills
- Private Wealth Management
- Wealth Management
- Investments
- Financial Advisory
- Asset Management
- Securities
- Portfolio Management
- Retirement Planning
- Wealth
- Investment Advisory
- Strategic Financial Planning
- Wealth Accumulation Strategies
- Asset Allocation
- Wealth Preservation Planning
- SMSF
- Superannuation
- Investment Strategies
- Financial Modeling
- Managed Funds
- Gearing
- Passive Income
- Intergenerational Wealth Transfer
- Wrap Accounts
- Investment Management
- Private Banking
- Wealth Accumulation
- Pensions
- Estate Planning
- High Net Worth Individuals
- Retirement
- Financial Planners
- Financial Services
- Equities
- Alternative Investments
- Strategy
- Financial Planning
- Relationship Management
- Business Relationship Management
- Wealth Management Services
Adam Patching Summary
- Adam Patching, based in Melbourne, VIC, AU, is currently a Founder and Principal Adviser at Patching Private Wealth. Adam Patching brings experience from previous roles at Macquarie Group, Commonwealth Bank and BDO Wealth Management. Adam Patching holds a 2013 - 2014 Executive MBA @ University of Melbourne - Melbourne Business School. With a robust skill set that includes Private Wealth Management, Wealth Management, Investments, Financial Advisory, Asset Management and more. Adam Patching has 1 emails and 2 mobile phone numbers on RocketReach.
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