Patrick advises families and philanthropic organisations on managing their complex financial decisions and building investment strategies which support their long-term objectives.
As an Investment Adviser at LGT Wealth Management, Patrick combines deep investment-market knowledge with a detailed, client-focused approach. He works closely with clients to understand their complete financial position, helping develop practical solutions across both sides of the balance sheet. His collaborative style enables him to bring together internal specialists and external advisers to support enduring client relationships.
With more than 20 years’ experience in Sydney’s financial services industry, Patrick has developed a strong reputation for navigating complex issues, applying rigorous analysis and delivering considered advice tailored to each client’s circumstances. Patrick began his career as a financial services lawyer with Blake Dawson, now Ashurst Australia, before moving into wealth management with Macquarie Private Bank. He then spent 17 years as an investment adviser at Credit Suisse Private Bank and UBS Wealth Management, following UBS’s acquisition of Credit Suisse in 2023.
A graduate of Flinders University, Patrick completed a Bachelor of Laws with Honours and a Bachelor of Arts. He is also a CFA Charterholder.
Outside work, Patrick is married with three active children. He enjoys travel, hiking, fishing, and enthusiastically supporting the AFL.
