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Patrick Cork

Financial Adviser

CAM Australia Financial Planners and Cork Charnley & Associates
Subiaco, WA 6008

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About

Patrick Cork is an ASIC-registered financial adviser based in Subiaco, WA, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a Master of Business Administration from UWA (1986), a CFP Plan PLUS Practice Knowledge Exam (PKE) certification from the Financial Planning Association (1995), a SuperConcepts & ICFS Specialist SMSF online course (2020) and a Graduate Diploma of Financial Planning from Kaplan (2023), Patrick possesses a wealth of knowledge and experience to guide you through the complexities of financial planning. As a member of the Financial Advice Association of Australia (FAAA), Patrick adheres to the highest ethical and professional standards, ensuring that your best interests are always at the forefront of his advice. He is authorized to provide advice on a comprehensive 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: • Superannuation advice and SMSF strategies • Comprehensive insurance solutions to protect your assets and family • Wealth management strategies to grow and preserve your wealth • Retirement planning to ensure a comfortable and secure future • Investment advice to help you achieve your financial goals 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.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Management Insurance Solutions Investment Strategies SMSF Advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000557057

Verify on ASIC Register

Authorised Representative Number

000326291

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Patrick Cork offer?

Patrick Cork provides advice on superannuation, insurance, wealth management, retirement planning, and investments. He can help you create a comprehensive financial plan tailored to your specific needs and goals.

What qualifications does Patrick Cork have?

Patrick Cork holds a Master of Business Administration (UWA), CFP Plan PLUS Practice Knowledge Exam (PKE), SuperConcepts & ICFS Specialist SMSF online course, and a Graduate Diploma of Financial Planning (Kaplan). He is also a member of the Financial Advice Association of Australia (FAAA).

How does Patrick Cork's financial planning process work?

The process typically starts with an initial consultation to understand your current financial situation, goals, and risk tolerance. Patrick will then develop a personalized financial plan, implement the strategies, and provide ongoing reviews to ensure you stay on track.

What can I expect during my first meeting with Patrick Cork?

During your initial consultation, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Patrick will explain his services and how he can help you achieve your objectives. This is also an opportunity for you to ask any questions you may have.

Can Patrick Cork help with Self-Managed Super Funds (SMSFs)?

Yes, Patrick has completed the SuperConcepts & ICFS Specialist SMSF online course and can provide specialist advice on SMSFs, including establishment, management, and compliance.

Get in Touch

Contact Patrick directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.