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Patrick Ryan Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

Patrick is committed to ensuring his clients achieve both their financial and lifestyle goals, as well as assisting them to distribute their wealth through succeeding generations. He began working in the finance industry in 1985, servicing clients in his own business before moving to a major bank where his time was spent advising small businesses and providing loans up to $5M. Since moving to Fitzpatrick’s in 1999 Patrick has been responsible for advising many important clients in our Sydney client base and specialises in pre and post retirement planning, as well as assisting his clients with their estate plans.

Away from work, Patrick enjoys spending time with his children and grandchildren, staying healthy, and watching as much sport as possible.

Qualifications/Memberships

  • Bachelor of Arts (UNSW – Duntroon Campus)
  • Diploma of Financial Planning (Deakin University)
  • Estate Planning Certificate (UTS)
  • Self Managed Superannuation Funds (Kaplan Professional)

Areas of expertise

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Key Person Insurance Strategies

Experience

  • 19 years Senior Financial Adviser with Fitzpatricks Private Wealth
  • 4 years as SME business lending manager with Westpac
  • 10 years AMP
  • 13 years Australian Army

Testimonials

“We have been clients of Patrick’s for about 20 years. Through good times and difficult times Patrick has taken care of my affairs, has always been honest with me and has displayed professional conduct throughout. Through the recent market turbulence I have found Patrick to be honest, diligent and professional and; most of all, they have provided me with peace of mind.

I know I should know what to do, but I would prefer to outsource to an expert. I am more than happy to recommend Patrick to my colleagues, friends, and family.”

Stephen & Rosalind Cartland

Contact details

Patrick Ryan

02 9248 8020

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Level 5, Challis House, 4 Martin Place, Sydney NSW 2000

02 9248 8020

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