Patrick Barry
Financial Adviser
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About
Patrick Barry is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with clear, personalised advice. Patrick holds a Bachelor of Commerce (International Business) from Curtin University (1997) and a Master of Financial Planning from Royal Melbourne Institute of Technology (2007). This strong educational foundation, coupled with his extensive experience, allows him to provide comprehensive financial solutions tailored to each client's unique circumstances. Patrick is authorised to provide advice 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. This means he can assist you with everything from building a robust retirement nest egg to protecting your family's future with appropriate insurance coverage. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Patrick today to schedule a consultation and discuss how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Patrick Barry offer?
Patrick Barry provides advice on a comprehensive range of financial areas, including superannuation, retirement planning, wealth management, insurance, and investments. He can help you create a personalised financial plan to achieve your specific goals.
What are Patrick Barry's qualifications?
Patrick holds a Bachelor of Commerce (International Business) from Curtin University and a Master of Financial Planning from Royal Melbourne Institute of Technology. He is also registered with ASIC as a financial advisor.
How does Patrick Barry tailor his advice to individual client needs?
Patrick takes a personalised approach, beginning with a thorough understanding of your current financial situation, goals, and risk tolerance. He then develops a customised financial plan designed to help you achieve your objectives, regularly reviewing and adjusting the plan as your circumstances change.
What can I expect during my first consultation with Patrick?
During your initial consultation, Patrick will discuss your financial goals, gather information about your current situation, and explain his advisory process. This is an opportunity for you to ask questions and determine if his services are the right fit for you.
Can Patrick help me with my superannuation and retirement planning?
Yes, Patrick specialises in superannuation and retirement planning. He can provide advice on optimising your superannuation contributions, choosing appropriate investment options, and developing a retirement income strategy to ensure a comfortable retirement.
Get in Touch
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