Patrick Forrester

Advice Co. Pty Ltd

Platinum
12 Yrs Experience
Adelaide, SA 5000
No matter what stage of life you’re at, AdviceCo Wealth Management thrives on tailoring a financial life strategy which suits your personal needs and unique situation. Our goal is for your peace of mind that your future and present finances, will be guided by competence.  Our joy is watching your wealth accumulate and the confidence that it will stay that way. So if you feel that financial advice is for others, that you are just a number with your current adviser or that you don’t have enough assets to need a financial adviser – think again. We’re on your side and we’re here to help. If you would like to make an appointment, please contact me on 0438 842 632 or patrick@advicecowealth.com.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 68
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Advice Co. Pty Ltd

Intersect, 167 Flinders St
Adelaide, SA 5000

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Paragem Pty Ltd

AFSL 297276

4.80
68 Reviews
5
4
3
2
1
4.85
Clear communication
4.60
Knowledge & expertise
4.90
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 68

Sort by

5.00

"I thoroughly enjoyed working with Patrick recently to strengthen our insurance protection. Patrick's advice was well thought out and thorough, and left me feeling confident that we got the best possible outcome. He always had time for questions, and was happy to spend extra time explaining things that were foreign to us. Patrick is a genuinely nice guy and I would not trust anyone else with managing my family's financial affairs."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"I am absolutely delighted with your service. Patrick is an honest, reliable and ethical individual who has always been available to answer questions and do the legwork and research to make sure that my investments and life insurance are on track with my needs. He put me at ease when I felt overwhelmed with the process. He was always professional and well organised. Patrick took the time to really know me and my needs which gave me confidence that not only my financial goals are well understood but also my comfort level. Thank you so much for your hard work. Adriana Petrovic - 2021"

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

"Patrick Forrester has given us advice on a variety of area’s he is always professional and very explanatory, we are very confident that the advice he has given is always up to date and the right advice for our circumstances, nothing is ever too hard for him. I would definitely recommend Patrick to family and friends."

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

"Patrick has given me advice in areas including  personal insurances and financial projections. Patrick was always able to explain things to me in a clear way. Through Patrick's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Patrick's full care and attention when I needed it.'"

  • Insurance Protection
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Patrick has given me advice in areas including superannuation, planning for retirement, Patrick was always able to explain things to me in a clear way. Through Patrick's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Patrick's full care and attention when I needed it.'"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Patrick is very knowledgable in his fields of practice. Has given us a fantastic service as clients. His timely communication, effort, and knowledge has kept us in contact for continous advice and care for our future."

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

"Patrick has given me advice for future retirement.He understood my needs and worked with me with giving me different scenarios I might come across.I was very happy with his service and advice and look forward to working with him should I need more consultation."

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

"Patrick has given me advice in areas including superannuation , retirement and for purchasing a family home.Patrick was able to explain things to me in a clear way.I am happy with his knowledge and I feel confident and he understood my queries and gave me his full attention."

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

"Working with Patrick has been informative. He is very knowledgeable and attentive to our needs and questions we may have regarding our financial position."

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

"Patrick was fantastic always assured me in what I was doing. Even helped on issues for my father , very highly recommended as he goes through everything in great detail"

  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 68

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
  • Financial Hardship
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2010

Margin Lending

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

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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