Patrick Cagney Email & Phone Number
Manager - Advice Remediation Assessment @ Oceanic Consulting Group
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Patrick Cagney Location
- Sydney, NSW, AU
Patrick Cagney Work
- 2022 - now Manager - Advice Remediation Assessment @
- 2021 - 2022 Content Writer @
- 2020 - 2021 Remediation Case Manager @
- 2020 - 2020 Remediation Methodology Consultant @
- 2019 - 2020 Quality Assurance Specialist @
- 2016 - 2019 Advice Review Case Manager @
- 2015 - 2016 Senior Advice Service Desk Consultant @
- 2014 - 2015 Advice Service Desk Consultant @
- 2013 - 2014 Financial Planner @ Vaughan & Monaghan Insurance and Financial Services Pty Ltd
- 2012 - 2013 Professional Standards Analyst @
- 2012 - 2012 Advice Service Desk Consultant @
- 2011 - 2012 Vetting Officer @
- 2010 - 2011 Money Coach @ Money Solutions
- 2009 - 2010 Vetting Officer @
- 2006 - 2009 Advanced Financial Planner @
- 1999 - 2006 Customer Relations Consultant and Business Trainer and Technical Specialist @ Westpac Finacial Services
Patrick Cagney Education
- Kaplan Higher Education
Graduate Certificate of Financial Planning (Financial Planning)
2014 - 2016 - Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
2012 - 2012 - Financial Review Professional Education
SMSF Borrowings specialist Adviser Education Program
2011 - 2011 - Kaplan Professional
Self Managed Superannuation Funds
2011 - 2011 - Kaplan Professional
Margin Lending and Geared Investments
2010 - 2010 - CQUniversity 1989 - 1991
Patrick Cagney Skills
- Superannuation
- Wealth Management
- Strategic Financial Planning
- Wealth
- Investments
- Insurance
- Retirement Planning
- Pensions
- Income Protection
- Wealth Accumulation
- Portfolio Management
- Financial Services
- Risk Management
- Coaching
- Banking
- Business Strategy
- Estate Planning
- Financial Risk
- Small Business
- Term Life Insurance
- Policy Analysis
- Management
- Retirement
- Strategic Planning
- Investment Strategies
- Relationship Management
- Training
- Financial Advisory
- Financial Planners
- Mutual Funds
- Life Insurance
- Wealth Management Services
- SMSF
- Investment Advisory
- Stakeholder Management
- Personal Financial Planning
- Finance
- Financial Planning
- Asset Allocation
Patrick Cagney Summary
- Patrick Cagney, based in Sydney, NSW, AU, is currently a Manager - Advice Remediation Assessment at Oceanic Consulting Group. Patrick Cagney brings experience from previous roles at Kaplan Professional, PwC Australia and Deloitte Australia. Patrick Cagney holds a 2014 - 2016 Graduate Certificate of Financial Planning in Financial Planning @ Kaplan Higher Education. With a robust skill set that includes Superannuation, Wealth Management, Strategic Financial Planning, Wealth, Investments and more. Patrick Cagney has 1 mobile phone numbers on RocketReach.
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Top Oceanic Consulting Group Employees
Andrew Werro
Chair of the advisory board
Sydney, NSW, AU
Anthony Speight
Head of Consulting
Melbourne, VIC, AU
Patrick Cagney
Manager - Advice Remediation Assessment
Sydney, NSW, AU
Alexander Burley
Advice Remediation Case Manager
Sydney, NSW, AU
Luke Hill
Senior Manager
New South Wales, Australia
Joseph Saheli
Senior Manager
Sydney, NSW, AU
Munir El-Omar
Manager - Advice Remediation
Sydney, NSW, AU
Paul Neves
Chief Financial Officer
Sydney, NSW, AU
Derek Yang
Consultant
Sydney, NSW, AU
Henry Lin
Senior Manager
Sydney, NSW, AU
Simon Teong
Chief Operating Officer
Sydney, NSW, AU
Allen K.
Forensic Accountant
Sydney, NSW, AU
Paulo Y.
Data Analyst
Sydney, NSW, AU
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