The Financial Planning Association of Australia The Financial Planning Association of Australia

Patrick Fagan, CFP®


Name Patrick Fagan, CFP®
Company Shadforth Financial Group
Address Ground Floor 21 Fenton Way
Devonport, TAS 7310
Phone 03 64987777
Mobile 0408675241
Email [email protected]
Website http://www.sfg.com.au

Patrick is a CFP who graduated from the University of Tasmania with a Bachelor of Social Science (Police Studies) and completed a Graduate Diploma in Financial Planning through the University of Sunshine Coast (USC). Patrick has also completed a Graduate Certificate in Business a Diploma in Business Management (SET) and a Diploma in Financial Services with the Investment Banking Institute of Australia (IBI). Patrick is also currently completing an MBA through the University of Tasmania.
Patrick has a background in tourism and hospitality management and has worked with a research company based out of Monash University in Melbourne. He completed an overseas study exchange with Rotary where he spent time with Financial Planning and insurance specialists in New York, including a Barron’s top 100 Adviser and the Managing Director of Acquisitions at the New York Stock Exchange.

Patrick specialises in financial planning and investment advice for private clients with a focus on retirement planning, wealth accumulation, superannuation, insurance and Centrelink advice.

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