Pat Dysart

Super & SMSF | Investment | Risk Management | Tax-effective Wealth Creation Specialist

Being a financial planner for nearly a decade now, I have worked for larger institutions, like the National Bank, as well as smaller boutique practices. My history also includes having been the owner of a finance broking and real estate agency businesses.

Importantly being privately owned and not controlled by a bank or any other institution gives me the ability to provide you with the most suitable products and services for your situation.

My skills are varied, resulting in having helped a wide range of clients including high-net wealth individuals, retirees and younger wealth accumulators.

I pride myself on being able to identify client needs and develop ethical and successful financial strategies that help them grow in confidence and wealth.

I was born in Australia/Melbourne and live with my wife and 3 children, enjoy mountain climbing, sport, bushwalking and James Bond movies.

I look forward to meeting you and helping you and your family achieve a comfortable and secure wealth position.