Patrick Quan

First Choice Wealth Management

Gold
22 Yrs Experience
Moorebank, NSW 2170

Recent reviews

First Choice Wealth Management

38 Renton Ave
Moorebank, NSW 2170

Opening hours

  • 10:00am – 3:00pm Saturday
  • 9:00am – 7:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 51
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Diploma of Financial Services
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

I am proud to say that I still manage an care for my very first client from the year 2000. I have built and run my business with a Small Family Business flavor. We provide double the levels of service required and mandated by law. Our ongoing service models range from 0.88% to 1.10%pa of your funds invested. The first meeting is at my cost, with no obligation. It is important for all parties to feel we can work together for the long term.

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

4.90
51 Reviews
5
4
3
2
1
4.90
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 51

Sort by

5.00

"Patrick came and sat down with my husband and I at a time of great stress for us and was able to break down and explain to us where we sat financially. Patrick made both my husband and I feel very at ease and no question was too silly for him to explain. Patrick helped with budgeting, super, retirement and insurances and left with us feeling confident that all our concerns and needs were met."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Patrick has come into our lives at this age where we needed help in knowing what to do getting closer to our retirement plan. He has been a huge help in assisting us with what to do with our already difficult portfolio and how to invest to make our future better and brighter. He has a world full of knowledge, information that we just couldnt have seen finding ourselves and has eliminated tax and has assisted us in managing our finances in such a positive way. He has put so much work into our situation and has been a breath of fresh air as we could not have known what to do with our situation on our own. We are lucky and are all the better to have had him come into our difficult, changing lives. Thank you Patrick."

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

"In a nutshell Patrick was easy to talk to, full of information, answered our questions in a way we could understand, and gave me confidence in the plan he offered for my retirement and at the same time was very professional in his approach I am looking forward to a long relationship with him"

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

"After seeking advice on our road to retirement from a few sources and not feeling comfortable it was an absolute pleasure to meet Patrick and finally feel safe and confident, Patrick is down to earth explains everything in a way that’s easy to understand, he is available for questions 24/7 and even spent a Sunday afternoon with us discussing our needs, we feel 100% confident in his advice and plan for our financial future!"

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

"Patrick provided taxation advice following a recent home sale. His knowledge of managing the proceeds of this sale and tax minimisation strategies was excellent He clearly explained and provided examples of a variety of approaches based on my financial goals."

  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Patrick has given my partner and I advice on insurance, super , share investing and tax. He always explains complex concepts in an easy to understand manner. Patrick is a trustworthy and knowledgeable adviser and we are grateful for his assistance with our financial journey."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Patrick has given me great advice and helped me get all my health insurances and super under control. He is always helpful and I trust his opinion. I like the way he can explain complex matters into an easy to understand language that the average person can understand."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been with Patrick for over a year now and his service has been exemplary. We had a different Financial Adviser previously and weren't satisfied. He helped us sort our investments,super and insurance. Patrick is very clear and explains his reasoning thoroughly. He makes time to be available whenever we need it, even after hours. He is available on WhatsApp for quick checks, which is really important for us as we are very busy. I feel very confident that our finances are in good hands with Patrick's advice. Highly recommended!"

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We met Patrick 3 years ago at a South Sydney Rabbitohs Ball, he was absolutely lovely and very highly spoken of. We ended up keeping in touch and becoming not only clients of his but great friends too, attending footy games together, among other social gatherings and even introducing our families. There is no one else I’d put my trust in more to deal with our financials. Patrick has been wonderful and very professional in all aspects of managing our investments and superannuations which we take very seriously and thank him for."

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

"My husband and I were very impressed by Patrick's wealth of knowledge and advice relating to superannuation, insurance and protection income and finances. As someone who does not completely understand mathematical or economical language, it was great to have Patrick explain terminology and strategies in a simple and clear way and provide us with opportunities to ask questions and clarify our understanding. Patrick's honesty and transparency helped us understand the importance of future financial planning and provided us with advice suitable for our growth long term. We appreciate Patrick's time immensely and we highly recommend Patrick to our family, friends and anyone looking for a financial adviser."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 51

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate IV in Financial Planning

Level
4 - Certificate IV
Institution
Kaplan Professional (prev Integratec)
Completed
2002

Diploma of Financial Services

Level
5 - Diploma
Institution
Commonwealth Bank
Completed
2003

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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