Patrick Iwanowitsch CFP®
About Me
I am a CERTIFIED FINANCIAL PLANNER® professional and have 20 years’ experience in the financial services profession, both here in Australia and overseas. I joined Finsec Partners in 2021 with a focus on providing holistic financial advice to clients. This has allowed me to combine my technical expertise with my ability to communicate well with people, forging strong, long term bonds with clients to assist them achieve their goals. It is a privilege to meet and work with so many wonderful and diverse people, each of whom has a view of what their future looks like. Helping them get there, both financially and emotionally, is extremely rewarding. Outside of work, I love spending time with my young family. I am also an avid sports lover as a long term South Australian Cricket Association (SACA) member and supporter of the Adelaide Crows.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 10 Years
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Licensed By Kaizen Wealth Pty Ltd