Michael Patman

Patman Planning Group

Gold
18 Yrs Experience
Brisbane, QLD 4000

Recent reviews

Patman Planning Group

Level 3, 190 Edward Street
Brisbane, QLD 4000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 22
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualifications
    • Diploma of Financial Services (Financial Planning)
    • Diploma of Financial Services
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Licensed by

Hunter Green Pty Ltd

AFSL 225962

5.00
22 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 22

Sort by

5.00

"Michael has given me advice in areas including loan products, self managed super funds and managing debt. Michael was usually able to explain things to me in a clear way. Through Michael's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Michael's full care and attention when I needed it."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brilliant adviser! Couldn't live with out him and his equally great team. Would highly recommend to all needing quality and considered advice."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"In an industry that has at times been placed under a cloud, Michael is an outstanding example of what can be achieved by looking after the interests of his clients. His knowledge of the finance industry is unquestionable and his advice has always been to achieve the best possible outcome for my family. His honesty is beyond reproach and I would have no hesitation in recommending Michael as a financial advisor."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael is the first adviser with whom I've felt very comfortable as he explains things extremely well. He is very engaging with his clients and always gets back to you if you have a query."

  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Honest straight forward advice. Can highly recommend"

  • Government Assistance
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael is so good at what he does and we are very appreciative of his advice. We recommend him highly to all our friends and relatives."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We regard Michael as not only a good adviser, but as a very personable and knowledgeable young man, and we enjoy his company whenever we see him."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael is a first class and effective adviser whose integrity is unquestionable, advice sound, recommendations for change timely and advice clear providing options before action. He is an effective communicator and with the ability to provide succinct advice in a personal, regular and timely manner inside and outside managed funds."

  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I first met Michael in 2013 and was blown away with his honesty and directness. I had previously met with a number of advisors and became immediately comfortable with Michael. He explained everything and was very transparent throughout the planning and advice process. Over the years his advice has helped me maximise opportunities while consistently making the right decisions with respect to financial markets. He also dissuaded me from making a horrible investment decision in the property market. He is extremely ethical and not at all product / commission driven and I do not hesitate in recommending Michael to friends and family, which I believe says it all."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Michael is relatable. He takes complex issues and puts them into language for the layperson. His investment strategies align with what our needs are. I have always found Michael to be honest, trustworthy and highly intelligent."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
AMP Limited
Completed
2006

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Services

Level
5 - Diploma
Institution
Deakin University
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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