"I take a holistic approach to wealth creation, protection and preservation through financial planning, investment advice and strategy, ensuring the advice is tailored to my clients' specific needs."
Patricia started her career in the financial services industry in 2006, with a strong background in life insurance and superannuation.
Services and specialities
- Personal Insurance
- Philanthropic Services
- Stockbroking
- Superannuation Advice
- Wealth Management
- Margin Lending and Gearing Strategies
Investment Style
Patricia provides her clients with a full range of investment services and advice including stockbroking, managed investment, insurance and superannuation. Patricia uses her technical knowledge and a common sense approach to assist clients to meet their specific needs and objectives.
Industry Education & Experience
Qualifications
- Bachelor of Commerce, Griffith University, 2008
- Ethics and Professional Relationships, QUT, 2020
- Diploma of Financial Services, Kaplan, 2009
Approved Competencies
- Derivatives Level 1
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Rock Pearl Pty Ltd, which has a consultancy arrangement with Reynolds Securities Pty Limited, which operates the business of Morgans Financial Limited - Reynolds Securities. My employer remunerates me as your adviser by way of salary and potential dividends.