Team

Patrick Sutherland
MFinPlan
Meet Patrick
Patrick Sutherland is a Financial Adviser with Halpin Wealth, bringing over 15 years of experience in the financial planning industry. Beginning his career in his family’s financial planning business, Patrick quickly advanced from administration to advising, gaining invaluable insights into building trusted client relationships.
With a Master of Financial Planning, Patrick specialises in wealth management, retirement planning, and intergenerational wealth transfer. His goal is to empower clients with the knowledge and strategies to achieve their financial aspirations.
Outside of work, Patrick enjoys spending time with his wife and two young daughters, playing field hockey, and perfecting his golf game. His competitive spirit has earned him accolades, including representing South Australia in both hockey and golf. One of his proudest sporting achievements is recording three holes-in-one within the same year.
Feel free to connect to explore how Patrick can support your financial goals.
EXPERTISE
- Wealth Management and Growth Strategies
- Retirement Planning and Superannuation Advice
- Intergenerational Wealth Transfer and Estate Planning
- Goal-Oriented Financial Strategies for Families and Individuals
- Risk Management and Insurance Solutions
QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS
- Advanced Diploma of Financial Planning, Kaplan
- Graduate Diploma of Financial Planning, Kaplan
- Master of Financial Planning, Kaplan
- Financial Adviser Standards and Ethics Authority (FASEA) Accredited
- Member of the Financial Advice Association of Australia (FAAA)