Patman Planning Group evolved from the restructure of QLD’s most trusted financial planning firm, Whittaker Macnaught. We are a full service financial services company that is committed to excellence in managing private financial situations whilst retaining the core principles responsible for Whittaker Macnaught’s long term success:
No matter what your needs are, its certain we have the experience and capabilities to tailor an advice solution to suit. We proudly maintain a fully fee for service remuneration model and take no volume or incentive based commissions from investments. You can be certain your advice always remains with your best interests at the forefront of our considerations.
At Patman Planning Group we benchmark our success against your success.
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Meet Our Experts
Adv Dip FS (FP)
Private Client Adviser
Dip FS (FP) ADA FPA
Senior Client Adviser - Business Principal
B. Com Dip FS (FP)
"Michael Patman has been our financial advisor and manager for 6 years. Whilst his high level of expertise and extensive knowledge are valued greatly, it is his personal interest in and commitment to us as his clients that sets him apart..."
Bill Hauff and Carolyn Hauff AM
"Michael has done outstanding work for us. His knowledge and genuine understanding of our needs and aspirations has been magnificent. More than that, he communicates oftentimes complicated matters in a manner that allows us to become informed participants..."
"I have known Michael Patman as my financial advisor for about 10 years since my husband died and I was able to talk with him about my investments. He has always taken the time to explain and discuss financial affairs with me and I have been impressed with his ethical approach..."
Mrs Jocelyn Henry
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PO Box 12931, George Street Post Office, QLD, 4003.
Level 3, 190 Edward Street, Brisbane QLD, 4000.
Email - firstname.lastname@example.org
Phone - (07) 3188 5290 Fax - (07) 3107 1672
The information contained on this web page is for discussion purposes only, is of a factual nature and is not intended to constitute financial product advice. It does not take into considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information.
Financial Wisdom Security and Privacy
Patman Planning Group Pty Ltd ABN 124 828 369 58 is an Authorised Representative of Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138, a wholly owned but non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124.