Patrick Hegarty
Financial Adviser
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About
Patrick Hegarty is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through personalized and comprehensive advice. With a Graduate Diploma of Applied Finance and Investment from the Securities Institute (2003) and specialized training in Margin Lending and Geared Investments from Kaplan Education Pty Limited (2011), Patrick possesses a strong foundation of knowledge and experience. Patrick is authorized to provide advice on a wide range of financial products, ensuring that your financial plan is tailored to your specific needs and circumstances. He can assist you with: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or need assistance with insurance or superannuation, Patrick can provide expert guidance and support. His commitment to ongoing professional development ensures that he stays up-to-date with the latest industry trends and regulations. Ready to take control of your financial future? Contact Patrick Hegarty today to schedule 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 services does Patrick Hegarty offer?
Patrick Hegarty provides a comprehensive range of financial services including superannuation advice, insurance solutions, wealth management, and retirement planning. He also offers advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Patrick Hegarty's qualifications?
Patrick Hegarty holds a Graduate Diploma of Applied Finance and Investment from the Securities Institute (2003) and has completed specialized training in Margin Lending and Geared Investments from Kaplan Education Pty Limited (2011).
How can Patrick Hegarty help me with my retirement planning?
Patrick Hegarty can help you develop a personalized retirement plan tailored to your specific needs and goals. This includes assessing your current financial situation, projecting future income needs, and recommending appropriate investment strategies to help you achieve a comfortable retirement.
What should I expect during my first meeting with Patrick Hegarty?
During your first meeting, Patrick will take the time to understand your financial situation, goals, and risk tolerance. He will explain his services and how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Patrick is the right financial adviser for you.
Does Patrick Hegarty provide advice on insurance?
Yes, Patrick Hegarty is authorized to provide advice on various types of insurance, including Investment Life Insurance and Life Risk Insurance. He can help you assess your insurance needs and recommend appropriate coverage to protect you and your family.
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