Adrian Patty work email
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I’m dedicated to harnessing technology to develop impactful solutions that make a real difference. My focus is on identifying key challenges and crafting effective, transformative solutions. This principle drives my latest project, which reimagines retirement planning to include purpose, fulfilment, and significant impact.With a background spanning tech strategy, financial advice, and entrepreneurship, I help businesses and individuals make informed decisions that go beyond just financial considerations. As co-founder of Ensombl and Advice Revolution/Elemnta, I've successfully guided startups to seed-stage funding. My expertise lies in balancing visionary thinking with practical implementation, always with an eye towards creating solutions that benefit society.I'm particularly excited about the potential of AI to revolutionise various sectors, including financial advice. My current focus is on empowering advisers to address the non-financial challenges their clients face in retirement, helping to deepen relationships and create more fulfilling retirements.Beyond the professional realm, you'll find me having a beer with mates, spending time with family, travelling, experiencing new cultures, and going on adventures! I'm always on the lookout for new ideas and enjoy advising and mentoring whenever I can help. I love meeting new people, networking, and connecting people, so feel free to reach out and say hello!
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CeoImpaktfulSydney, Nsw, Au -
CeoImpaktful Jan 2024 - PresentTransforming retirement planning by equipping financial advisers to address the lifestyle challenges their clients face. At Impaktful, we're developing innovative tools and strategies that help advisers deepen client relationships, moving beyond traditional asset management to support truly fulfilling retirements. Our mission is to reshape retirement into a journey of purpose, connection, and impact. -
Co-Founder & CtoElemnta Jul 2018 - Nov 2023Sydney, New South Wales, AuMy role is to broker solutions for complex problems in financial services. I do this via a consultative approach with our clients and utilising the elemnta platform we've built to create efficiency and better experiences. -
Co-Founder & CtoAdvice Revolution Jul 2018 - Oct 2023Sydney, New South Wales, AuMy job is to provide scalable solutions for advisers to capture client conversations with ease and guide the production of advice. -
Co FounderEnsombl Aug 2014 - Dec 2021The social network for financial advisers. Formerly XY Adviser.
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Founder, Director Of Advice And InnovationSpark Partners Jul 2017 - Sep 2018Spark Partners delivers an integrated financial advice practice for accountants. We provide holistic financial planning for your clients, so you can expand your service offering without losing focus on your core business.We are specialists in personal financial advice. We ensure that your clients get all their financial needs addressed, and that additional value and growth is delivered back to you. Your clients and your business get more value, without you doing more work.
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Financial & Mortgage AdvisorAp Financial Solutions Sep 2013 - Aug 2018
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Financial PlannerAmp Horizons Financial Group Sep 2012 - Sep 2013
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Client Services Manager/Sales SupportOnevue Jul 2008 - Jan 2010
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Account Manager - Investment LendingMacquarie Bank Apr 2008 - Jul 2008Sydney, Nsw, Au -
Client Service OfficerGenesys Wealth Advisers Jan 2007 - Dec 2007
Adrian Patty Skills
Adrian Patty Education Details
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Kaplan ProfessionalFinancial Planning -
UnswEconomics -
Randwick Boys High SchoolHsc
Frequently Asked Questions about Adrian Patty
What company does Adrian Patty work for?
Adrian Patty works for Impaktful
What is Adrian Patty's role at the current company?
Adrian Patty's current role is CEO.
What is Adrian Patty's email address?
Adrian Patty's email address is ax****@****ail.com
What is Adrian Patty's direct phone number?
Adrian Patty's direct phone number is +614043*****
What schools did Adrian Patty attend?
Adrian Patty attended Kaplan Professional, Unsw, Randwick Boys High School.
What skills is Adrian Patty known for?
Adrian Patty has skills like Investments, Superannuation, Financial Advisory, Financial Planning, Strategic Financial Planning, Finance, Financial Services, Wealth Management, Retirement, Estate Planning, Wealth Accumulation, Investment Strategies.
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