Adrian Patty

Adrian Patty Email and Phone Number

CEO @ Impaktful
Sydney, NSW, AU
Adrian Patty's Location
Greater Sydney Area, Australia, Australia
Adrian Patty's Contact Details

Adrian Patty work email

Adrian Patty personal email

Adrian Patty phone numbers

About Adrian Patty

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!

Adrian Patty's Current Company Details
Impaktful

Impaktful

View
CEO
Sydney, NSW, AU
Website:
impaktful.ai
Employees:
3
Adrian Patty Work Experience Details
  • Impaktful
    Ceo
    Impaktful
    Sydney, Nsw, Au
  • Impaktful
    Ceo
    Impaktful Jan 2024 - Present
    Transforming 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.
  • Elemnta
    Co-Founder & Cto
    Elemnta Jul 2018 - Nov 2023
    Sydney, New South Wales, Au
    My 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.
  • Advice Revolution
    Co-Founder & Cto
    Advice Revolution Jul 2018 - Oct 2023
    Sydney, New South Wales, Au
    My job is to provide scalable solutions for advisers to capture client conversations with ease and guide the production of advice.
  • Ensombl
    Co Founder
    Ensombl Aug 2014 - Dec 2021
    The social network for financial advisers. Formerly XY Adviser.
  • Spark Partners
    Founder, Director Of Advice And Innovation
    Spark Partners Jul 2017 - Sep 2018
    Spark 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.
  • Ap Financial Solutions
    Financial & Mortgage Advisor
    Ap Financial Solutions Sep 2013 - Aug 2018
  • Amp Horizons Financial Group
    Financial Planner
    Amp Horizons Financial Group Sep 2012 - Sep 2013
  • Onevue
    Client Services Manager/Sales Support
    Onevue Jul 2008 - Jan 2010
  • Macquarie Bank
    Account Manager - Investment Lending
    Macquarie Bank Apr 2008 - Jul 2008
    Sydney, Nsw, Au
  • Genesys Wealth Advisers
    Client Service Officer
    Genesys Wealth Advisers Jan 2007 - Dec 2007

Adrian Patty Skills

Investments Superannuation Financial Advisory Financial Planning Strategic Financial Planning Finance Financial Services Wealth Management Retirement Estate Planning Wealth Accumulation Investment Strategies Insurance Portfolio Management Risk Management Securities Equities Retirement Planning Income Protection Investment Advisory Loans Financial Analysis Wealth Financial Markets Asset Management Asset Managment Justice Of The Peace

Adrian Patty Education Details

  • Kaplan Professional
    Kaplan Professional
    Financial Planning
  • Unsw
    Unsw
    Economics
  • Randwick Boys High School
    Randwick Boys High School
    Hsc

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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