Our Expertise >

Service is a Personal Relationship.

Our expertise is diverse with clients benefiting from a complete financial solution. We have the resources to provide expert advice on property, direct shares, strategic financial planning, aged care, superannuation, personal insurances and a large array of managed investments. The benefit to you is integrated, quality advice from the one company across your whole situation.

Michael Patman

Senior Client Adviser - Business Principal

Dip FS (FP) ADA FPA

Born and raised in country New South Wales, Michael moved to Brisbane 10 years ago to progress his career in financial services. Michael has worked at three leading financial services companies in a variety of roles before purchasing his part of Whittaker Macnaught in 2013 after spending 7 years with the firm.

 

With over 12 years experience Michael strives to deliver exceptional advice outcomes for his clients through his thorough and proactive emphasis. Michael performs the role of senior client adviser and business principal.

 

Michael holds a Diploma of Financial Services (Financial Planning) from Deakin University. He maintains formal accreditations in listed securities, options, derivatives, investment lending, property and aged care. He has recently attained the SPAA Self-Managed Super Specialist designation and he is a member of the Financial Planning Association of Australia.

 

Michael also is in the final stages of completing his Bachelor of Economics degree from the University of New England and following the completion of this he intends to commence the Chartered Financial Analyst program.

Jess Henders

Client Services Manager

Dip FS (FP)

Jess has been with Patman Planning Group for two years. She has previously worked as a Senior Client Service Officer in the corporate sector.

 

Jess has completed her Diploma of Financial Planning and is currently studying her Advanced Diploma of Financial Planning.

 

She enjoys the busy nature of the industry and assisting clients as much as possible.

OUR SERVICES

OUR SERVICES

TAILORED FINANCIAL MANAGEMENT SERVICES ADVICE AND MANAGEMENT SERVICES TO SUIT YOUR SITUATION ADD MORE TEXT ABOUT HERE.

LEVEL 3, 190 EDWARD ST

BRISBANE QLD 4000

PO BOX 12931

GEORGE STREET POST OFFICE QLD 4003

 

P | (07) 3188 5290

F | (07) 3107 1672

© Copyright Patman Planning 2017. All Rights Reserved

Important information

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

www.commbank.com.au/security-privacy/general-security/privacy.html

As part of our continuing commitment to client service, the maintenance of client confidentiality and as required by law, Financial Wisdom Limited complies with the Privacy Act 1988 and as a member of the Commonwealth Bank Group of companies conforms with the Group’s Privacy Policy. For further details please refer to the Group's Privacy Policy.

 

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.