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Patrick Carden

Patrick Carden

Financial Adviser

West Perth, WA 6005

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About

Patrick Carden is an ASIC-registered financial adviser based in West Perth, WA, dedicated to helping clients achieve their financial goals through comprehensive and tailored advice. With a career spanning over two decades, Patrick brings a wealth of knowledge and experience to every client engagement. Patrick holds a Bachelor of Engineering (Hons) from the University of Western Australia and a Graduate Diploma in Applied Finance & Investment from the Securities Institute. He further enhanced his expertise by obtaining a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) in 1997, followed by the prestigious Certified Financial Planner (CFP) designation in 1999. Committed to upholding the highest ethical standards, Patrick completed FPC002B Ethics & Professionalism in Financial Advice in 2020. He is a proud member of the Financial Advice Association of Australia (FAAA). Patrick is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He specialises in crafting personalised strategies that address your unique circumstances and aspirations. • Superannuation advice and retirement planning • Wealth creation and investment strategies • Insurance solutions to protect your assets and family • Strategic financial planning for long-term security • Guidance on Securities and Government Debt Securities Ready to take control of your financial future? Contact Patrick Carden today for a consultation and discover how he can help you achieve your financial dreams.

Specialisations

Areas of Expertise

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

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000235410

Verify on ASIC Register

Authorised Representative Number

001003026

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Patrick Carden offer?

Patrick Carden provides advice on a range of financial products and services, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities. He focuses on creating tailored strategies to meet each client's individual needs.

What are Patrick Carden's qualifications and experience?

Patrick Carden holds a Bachelor of Engineering (Hons), a Diploma of Financial Planning, is a Certified Financial Planner (CFP), and has a Graduate Diploma in Applied Finance & Investment. He has been providing financial advice for over 20 years and is a member of the Financial Advice Association of Australia (FAAA).

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

During your initial consultation with Patrick, you can expect a thorough discussion of your financial goals, current situation, and any concerns you may have. He will explain his approach to financial planning and how he can help you achieve your objectives. This meeting is an opportunity for you to ask questions and determine if Patrick is the right fit for your needs.

How does Patrick Carden develop a financial plan for his clients?

Patrick develops financial plans based on a comprehensive understanding of your individual circumstances, including your income, expenses, assets, liabilities, and risk tolerance. He uses this information to create a personalised strategy that aligns with your goals and helps you achieve financial security.

What is the cost of Patrick Carden's financial advice services?

The cost of Patrick's services will vary depending on the complexity of your financial situation and the scope of the advice you require. He will provide you with a clear and transparent fee structure upfront, so you know exactly what to expect before any work begins.

Get in Touch

Contact Patrick directly for personalised advice.

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