MenuPatrice Jacquin CFP®
About Me
I have over 25 years of experience in the financial services industry and 18 years experience in the provision of financial planning advice.
I am accredited to provide specialist advice on Self-Managed Superannuation Funds (SMSF), defined benefit funds, aged care, listed securities, estate planning and modelling complex financial strategies.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 19 Years -
Licensed By Count Financial Limited
