Patron Financial Advice

PATRON Financial Advice holds an Australian Financial Services License and through a broad network of Financial Planners and Advisers we provide advice to clients in the areas of wealth creation, wealth protection and retirement planning. Whilst we are relatively new as a Financial Services Licensee, our people are amongst the most experienced in the business. Our Vision: We aim to be profitable financial services business that provides a suite of professional services to our advisers. We are a group formed largely “by advisers…for advisers“. Our client is clearly defined as the adviser and PATRON a group with a total adviser focus. It’s not about us, it’s about you. At last a licence group that does not impose its brand, nor products, on its advisers! It’s your business not ours. PATRON is focused on advisers with high adviser representation at all levels. From our Adviser Council to various working groups, advisers have high input. This will ensure the group remains focused in delivering services and support that the advisers want … rather than what we think they want. Not too small to be insignificant – not too big to be impersonal … is our catch cry, thereby ensuring the words “family”, “team”, and “culture” takes on and continues to have real meaning.