2009 - 2014 Client Manager and Financial Adviser @ Self Managed Super Institute / Financial Choice
2008 - 2008 Paraplanner @ Optima Group
2001 - 2007 Client Service Manager @ Asset Super
1997 - 2001 Fund Administrator @ Sungard EBS Asia Pacific
Patrick MacNamara Education
Kaplan Professional
Graduate Diploma of Financial Planning
2016 - 2017
Kaplan Professional
Graduate Certificate of Financial Planning
2015 - 2016
Kaplan Professional Education
Diploma of Financial Planning
2011 - 2013
ASFA
Diploma of Superannuation Management
1998 - 2002
St Pius X College Chatswood
Higher School Certificate
1988 - 1995
Patrick MacNamara Skills
Superannuation
Self Managed Super
Insurance
Financial Analysis
Retirement Planning
Wealth Management
Strategic Financial Planning
Investments
Relationship Management
Mutual Funds
Patrick MacNamara Summary
Patrick MacNamara, based in Brisbane, QLD, AU, is currently a Senior Financial Planner at Commonwealth Superannuation Corporation. Patrick MacNamara brings experience from previous roles at APW Partners, Self Managed Super Institute / Financial Choice, Optima Group and Asset Super. Patrick MacNamara holds a 2016 - 2017 Graduate Diploma of Financial Planning @ Kaplan Professional. With a robust skill set that includes Superannuation, Self Managed Super, Insurance, Financial Analysis, Retirement Planning and more. Patrick MacNamara has 1 emails on RocketReach.
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