Patrick Duffy
Financial Adviser
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About
Patrick Duffy is an ASIC-registered financial adviser based in Orange, NSW, committed to providing tailored financial solutions to help you achieve your goals. With a strong academic foundation including a Bachelor of Business (Finance) from UTS, a Diploma of Financial Services (Financial Planning) from Mentor Education, and a Master of Commerce (Financial Planning) from UWS, Patrick combines comprehensive knowledge with practical experience. Patrick further enhanced his expertise through specialised training such as the Self Managed Superannuation Funds Program, Diploma of Finance and Mortgage Broking Management, Margin Lending, Accredited Aged Care Professional Program, Accredited Listed Product Adviser Program, and the Ethics and Professionalism in Financial Advice Course. This commitment to ongoing education ensures he provides the most up-to-date and relevant advice. Authorised to advise on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, Patrick can assist with all aspects of your financial journey. • Superannuation advice • Wealth management • Retirement planning • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Patrick today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Patrick Duffy offer?
Patrick Duffy provides advice on a comprehensive range of financial areas including superannuation, wealth management, retirement planning, and insurance solutions. He can help you with investment strategies, wealth protection, and planning for your future financial security.
What qualifications does Patrick Duffy have?
Patrick holds a Bachelor of Business (Finance), a Diploma of Financial Services (Financial Planning), a Master of Commerce (Financial Planning) and several other industry specific qualifications including SMSF, Margin Lending, Aged Care and Listed Products.
What can I expect during my first meeting with Patrick Duffy?
During your initial consultation, Patrick will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then outline a plan to help you achieve your objectives, ensuring you are informed and comfortable every step of the way.
How does Patrick Duffy stay up-to-date with changes in the financial industry?
Patrick is committed to ongoing professional development and regularly participates in industry training and education programs. This ensures he remains current with the latest regulations, strategies, and products to provide you with the most relevant advice.
What is the process for becoming a client of Patrick Duffy?
The first step is to schedule an initial consultation. During this meeting, you can discuss your financial needs and goals. Patrick will then assess your situation and propose a tailored financial plan. If you're happy to proceed, you can then formally engage Patrick as your financial adviser.
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