Patrick Curlis

I am a Senior Financial Planner with Mint Financial Solutions, licensed by Finex Wealth.

I completed the Masters of Financial Planning (MFP) at the end of 2020.

I have been working in the Financial Services industry for numerous years, previously in Salary Packaging and vehicle leasing.

Having completed the Advanced Diploma of Financial Planning and Horizons Professional year, I became a financial planner in 2015. I then finalised my education pathway by attaining the MFP.

I am concentrating on pre-retirees and people needing assistance with both Centrelink and Aged Care as this is a specialty that is a significant point of difference to many planners in the industry.

I'm a registered mortgage broker and can assist in finding the best loan for you as well as the best strategy to pay it down more quickly than the standard term.

I look forward to assisting you (or your parents) in any way I can.