Patrick O'Leary
Financial Adviser
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About
Patrick O'Leary is an ASIC-registered financial adviser based in Norwest, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Patrick holds a BCom (Finance) from Macquarie University and a Diploma of Financial Planning from CCH. He has also completed specialist training in Margin Lending and Self Managed Superannuation Funds from Kaplan Professional Education, ensuring he possesses a robust understanding of various financial instruments and strategies. Patrick is a proud member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to upholding the highest ethical and professional standards. As an authorised financial adviser, Patrick provides expert guidance in superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on a range of financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Patrick is passionate about empowering his clients to make informed decisions and build a secure financial future. His services include: • Superannuation advice to help you grow your retirement savings effectively • Insurance solutions to protect you and your family from unforeseen events • Wealth management strategies to maximise your investment returns • Retirement planning to ensure a comfortable and fulfilling retirement • Investment advice to build long-term wealth Ready to take control of your financial future? Contact Patrick today for a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Patrick O'Leary offer?
Patrick specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on various financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Patrick O'Leary's qualifications?
Patrick holds a BCom (Finance) from Macquarie University and a Diploma of Financial Planning from CCH. He has also completed specialist training in Margin Lending and Self Managed Superannuation Funds from Kaplan Professional Education.
What can I expect during my first consultation with Patrick?
During your initial consultation, Patrick will take the time to understand your financial situation, goals, and risk tolerance. He will then discuss potential strategies and solutions tailored to your specific needs. The goal is to provide you with a clear roadmap towards achieving your financial objectives.
Why should I choose Patrick O'Leary as my financial advisor?
Patrick is committed to providing personalised and ethical financial advice. With his extensive qualifications, industry experience, and membership with the FAAA, you can trust that you are receiving the highest standard of professional guidance.
How can Patrick help me with my superannuation?
Patrick can provide expert advice on optimising your superannuation contributions, selecting the right investment options, and planning for a comfortable retirement. He can also assist with self-managed superannuation funds (SMSFs) if appropriate.
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