Patrick Morton
Financial Adviser
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About
Patrick Morton is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through comprehensive and personalised advice. With a strong foundation in mathematics and finance from the University of Wollongong, Patrick holds a Bachelor of Mathematics and Finance (2016) along with several key industry qualifications, including Tier 1 Generic Knowledge, Tier 1 Securities, Securities and Managed Investments, and Margin Lending Accreditation. Patrick has also recently completed FPC001B Economic and Legal Context for Financial Planning and FPC002B Ethics and Professionalism in Financial Advice and is working towards completing his Graduate Diploma of Financial Planning in 2025. As an SMSF Specialist Advisor (SSA) accredited by the SMSF Association, Patrick possesses in-depth knowledge of self-managed super funds. He is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. Patrick is a member of the SMSF Association, demonstrating his commitment to upholding the highest professional standards. Patrick is passionate about helping individuals and families navigate the complexities of the financial landscape. He provides tailored strategies designed to grow and protect wealth. • Superannuation advice • Wealth management • Securities advice • Derivatives advice • Government Debt Securities 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 services does Patrick Morton offer?
Patrick Morton offers a comprehensive range of financial advisory services, including superannuation advice, wealth management, and advice on securities, derivatives, and government debt securities. He specialises in creating tailored financial strategies to help you achieve your specific goals.
What qualifications does Patrick Morton have?
Patrick Morton holds a Bachelor of Mathematics and Finance from the University of Wollongong, a Graduate Diploma of Financial Planning, and is an SMSF Specialist Advisor (SSA) accredited by the SMSF Association. He has also completed several Tier 1 certifications from Kaplan.
What can I expect during my first meeting with Patrick?
During your initial consultation with Patrick, you can expect a thorough discussion of your financial situation, goals, and risk tolerance. He will explain his advisory process and answer any questions you may have. The goal is to establish a clear understanding of your needs and how he can help you.
Is Patrick Morton qualified to advise on self-managed super funds (SMSFs)?
Yes, Patrick is an SMSF Specialist Advisor (SSA) accredited by the SMSF Association, demonstrating his expertise in self-managed superannuation funds. He can provide comprehensive advice on all aspects of SMSF management.
How does Patrick Morton tailor his advice to individual client needs?
Patrick believes that every client is unique, and he takes a personalised approach to financial advice. He carefully assesses your individual circumstances, goals, and risk tolerance to develop a tailored strategy that aligns with your specific needs and aspirations.
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