Team

Meet Patrick

Patrick is a Financial Adviser with Halpin Wealth in the Adelaide Office. Like his brother Ben, also an adviser at Halpin Wealth, he began working in the financial planning industry in 2010 for his father David in the family financial planning business. Patrick started as an Administration Officer before quickly taking on more responsibilities within the business and commenced studying a Diploma of Financial Planning. His qualifications now include a Graduate Diploma of Financial Planning (2020) and a Master of Financial Planning (2023).

Patrick has been with Halpin Wealth for over 5 years and prior to advising clients he held the role of Senior Client Services Officer. He enjoys building strong relationships with his clients and helping them achieve their goals.

When Patrick isn’t spending time with his wife Emily and his two young daughters, he enjoys playing Golf, Disc Golf & Field Hockey. He is a driven and highly competitive individual on and off the sporting field and like many of the Halpin Wealth team supports the Port Adelaide Football club. His sporting career highlights are representing South Australia in Hockey and Golf and having 3 hole in ones in the same year.

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

Patrick has achieved the following financial planning accreditations:

• Advanced Diploma of Financial Planning;
• Graduate Diploma of Financial Planning; and
• Master of Financial Planning.
• Member of the Financial Advice Association of Australia (FAAA).