Patrick Cfp® Location
Melbourne, VIC, AU
Patrick Cfp® Work
- 2022 - now Business Development Manager @ Prime Financial Group
- 2021 - 2022 Associate Director @ Davy
- 2020 - 2021 Portfolio Manager @ Davy
- 2018 - 2020 Senior Investment Dealer @ Davy
- 2017 - 2018 Investment Dealer @ Davy
- 2016 - 2017 Client Relationship Executive @ Davy
- 2013 - 2016 Finance Associate @ Davy
- 2011 - 2012 FS Audit Intern @ KPMG Ireland
Patrick Cfp® Education
- IOB
Certified Financial Planner (CFP®)
2018 - 2020 - Professional Diploma in Financial Advice (QFA)2014 - 2015
- University College Dublin
Bachelor of Commerce (BCom)
2009 - 2013
- Clongowes Wood College2003 - 2009
Patrick Cfp® Summary
Patrick Cfp®, based in Melbourne, VIC, AU, is currently a Business Development Manager at Prime Financial Group. Patrick Cfp® brings experience from previous roles at Davy. Patrick Cfp® holds a 2018 - 2020 Certified Financial Planner (CFP®) @ IOB. Patrick Cfp® has 1 emails on RocketReach.
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Top Prime Financial Group Employees
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Natalie Simmons
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Sharon Papworth
Chief Financial Officer at Prime Financial Group
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Simon Madder
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Matthew Smith
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Brisbane, QLD, AU35+ -
Peter Bergin
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Kien Trinh
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Kim Lion
Director, People and Culture at Prime Financial Group
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Simone Quin
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