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Patrick Conlon Email & Phone Number
Client Services Officer
at
Brisbane Money Management
LinkedIn matched
✓ Verified Jul 2026
2 data sources
Profile completeness 86%
Current company
Role
Client Services Officer
Location
Rockhampton, Queensland, Australia
Company size
Who is Patrick Conlon? Overview
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Quick answer
Patrick Conlon is listed as Client Services Officer at Brisbane Money Management, a with 2 employees, based in Rockhampton, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Patrick Conlon.
Patrick Conlon previously worked as Associate Adviser Assistant at Clear Waters Financial Planning and Financial Planning Assistant at Hhh Partners.
Company email context
Email format at Brisbane Money Management
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Brisbane Money Management
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Profile bio
About Patrick Conlon
I have 10 years of experience in the Financial Planning industry, having worked with 2 businesses in Central Queensland.I have a track record of high-quality work, a positive attitude and great technical ability with Financial planning softwware and platforms.
Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, and 3 others.
Current workplace
Patrick Conlon's current company
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Brisbane Money Management
3 roles
Patrick Conlon work experience
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Associate Adviser Assistant
CurrentAs an Associate Adviser Assistant where I assist in business growth and client satisfaction. I have experience in Superannuation law and have a solid background in financial planning compliance.Specifically I assist in the onboarding of new customers to our business and ensure that it is a smooth and enjoyable process for the clients.
Jul 2019 - Present
Financial Planning Assistant
Oct 2014 - Jul 2019
FAQ
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What company does Patrick Conlon work for?
Patrick Conlon works for Brisbane Money Management.
What is Patrick Conlon's role at Brisbane Money Management?
Patrick Conlon is listed as Client Services Officer at Brisbane Money Management.
Where is Patrick Conlon based?
Patrick Conlon is based in Rockhampton, Queensland, Australia while working with Brisbane Money Management.
What companies has Patrick Conlon worked for?
Patrick Conlon has worked for Brisbane Money Management, Clear Waters Financial Planning, and Hhh Partners.
Who are Patrick Conlon's colleagues at Brisbane Money Management?
Patrick Conlon's colleagues at Brisbane Money Management include Tristan Gamack.
How can I contact Patrick Conlon?
You can use AeroLeads to view verified contact signals for Patrick Conlon at Brisbane Money Management, including work email, phone, and LinkedIn data when available.
What skills is Patrick Conlon known for?
Patrick Conlon is listed with skills including Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Research, Sales, and Xplan.
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