Patrick Ponce
Financial Adviser
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About
Patrick Ponce is an ASIC-registered financial adviser dedicated to helping individuals and families in Thornleigh, NSW, and across Australia achieve their financial goals. With a strong educational foundation that includes a Diploma of Financial Services (Financial Planning) from Tribeca (2006), a Diploma of Finance and Mortgage Broking Management from Kaplan Professional (2012), and a Bachelor of Accounting from the University of South Australia (2016), Patrick possesses the knowledge and skills to provide comprehensive financial advice. He further enhanced his expertise with an Introduction to Self Managed Superannuation Funds from Kaplan Professional in 2021. As a member of the Financial Advice Association of Australia (FAAA), Patrick adheres to the highest ethical and professional standards. He is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management. Patrick specialises in creating tailored strategies to help clients build wealth, protect their assets, and plan for a comfortable retirement. He provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Patrick offers a comprehensive suite of financial services designed to meet the unique needs of each client: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Patrick Ponce 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 Ponce offer?
Patrick Ponce provides a comprehensive range of financial advice, including superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Patrick Ponce's qualifications and experience?
Patrick holds a Diploma of Financial Services (Financial Planning), a Diploma of Finance and Mortgage Broking Management, and a Bachelor of Accounting. He is also a member of the Financial Advice Association of Australia (FAAA) and has been providing financial advice since 2006.
What can I expect during my first meeting with Patrick?
During your initial consultation, Patrick will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
How does Patrick stay up-to-date with the latest financial regulations and market trends?
Patrick is committed to ongoing professional development and regularly participates in industry training and conferences to ensure he remains informed about the latest financial regulations and market trends.
What is Patrick's approach to financial planning?
Patrick believes in building long-term relationships with his clients based on trust and transparency. He takes a holistic approach to financial planning, considering all aspects of your financial life to develop a comprehensive and effective strategy.
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