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Patrice Jacquin

Meaningful Wealth

Gold
20 Yrs Experience
Chatswood, NSW 2067

My name is Patrice Jacquin and i have worked in the financial services industry for over 20 years

I have worked as a financial planner for the last 17 years

I am the principal and founder of Meaningful Wealth

My role is to assist clients to align their money with their meaningful goals and help plan their financial future

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2005
  • Years of experience 20
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

Meaningful Wealth

North Tower, Level 9, 1-5 Railway St
Chatswood, NSW 2067

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232