Growing up with parents who had a keen interest in the investment markets - with my mother working in stock broking for 15 years - financial planning has always been an area of interest for me. When the oppourtunity arose for me to undertake study and become a Financial Adviser, I jumped at the chance!
I enjoy sitting with my clients and uncovering what is important in their life both now and into the future, working with them to develop a plan to achieve their financial and lifestyle goals.
I endeavour to build lifelong relationships with my clients, continuing to work with them to ensure they stay on track as their circumstances change over time. I have worked with clients from all walks of life, from those just starting out on their financial journey with the purchase of their first home, all the way through to investing and into pre and post retirement planning.
My fiancé and I had a wonderful experience with Patrick and Scott, Their knowledge was very reassuring that we were in the right hands. Initially we enquired to talk about our incomes and 1-3-5 year plans as potentially buying another property, maybe shares however due to circumstances we faced in the current initial meets we agreed to place those on hold until a later date. We then focused on our supers, which both agreed to roll over into another account and add insurance, we had weekly updates from Scott on progress and once completed couldn't be happier and feel confident our retirement is in the right place. In the next 12-24 months we will be reaching back out to Patrick and Scott to continue the advise/plans on the further 1-3-5 year plans as previously planned.
Dealing with Scott was easy and professional. He was able to assist us with reviewing our insurance and income protection requirements, and also with a claim when that became necessary. Scott was supportive, and the claim was approved quickly. He was knowledgeable, caring and attentive, and made the process from our side very easy. I would highly recommend him.
Patrick has provided my wife and I with sound financial advice, allowing us to increase our superannuation, solidify our insurance coverage, and provide us with financial peace of mind.
I brought a house and used mortgage choice to help with the finance which I was really happy with the service. Mortgage Choice recommended a financial advisor Patrick Harrison. Patrick rolled over my super from an industry fund to Macquarie, and changed the insurance to MLC. He was paid just under $2,000 from my super as a fee for this and another $3,000 from the insurer as commission. Since then communication has been difficult. We met briefly in October and I expressed my concerns and asked if I could reduce the costs coming out of my super. He agreed to send me some figures. They never came. Ongoing insurance fees are over $1000 to Patrick ( He did say he does not get paid to see me) so not sure if he gets the money or Mortgage Choice or elsewhere ? I feel I am going backwards in my super savings and am very unhappy
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2007
- Years of experience 16
- Advanced Diploma of Financial Services (Financial Planning)
Focused AdvisersSuite24a, The Pegasus Centre, 42 Bundall Rd
Bundall, QLD 4217
Alliance Wealth Pty Ltd