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@mintfinancialsolutions.com.au
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Patrick Curlis is listed as Senior Financial Planner at Mint Financial Solutions, a company with 10 employees, based in Belgrave Heights, Victoria, Australia. AeroLeads shows a work email signal at mintfinancialsolutions.com.au and a matched LinkedIn profile for Patrick Curlis.
Patrick Curlis previously worked as Financial Planner at Fresh Financial Solutions and Financial Planner at Amp Horizons Financial Group. Patrick Curlis holds Masters Of Financial Planning, Financial Planning And Services, Distinction from Kaplan Professional.
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I am a Senior Financial Planner with Mint Financial Solutions.I completed the Masters of Financial Planning (MFP) at the end of 2020.I have been working in the Financial Services industry for numerous years, previously in Salary Packaging and vehicle leasing.Having completed the Advanced Diploma of Financial Planning and Horizons Professional year, I became a financial planner in 2015. I then finalised my education pathway by attaining the MFP.I am concentrating on pre-retirees and people needing assistance with both Centrelink and Aged Care as this is a specialty that is a significant point of difference to many planners in the industry.I'm a registered mortgage broker and can assist in finding the best loan for you as well as the best strategy to pay it down more quickly than the standard term.I look forward to assisting you (or your parents) in any way I can.
Listed skills include Management, Risk Management, Business Strategy, Business Planning, and 17 others.
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13 Berrima Street, East Oakliegh VIC 3166
Need Aged Care advice? Centrelink assistance? Retirement preparation advice? Debt reduction and budget assistance? Need your super cleaned up and your personal insurances updated? Looking for peace of mind? I can help.I love what I do. The role of a financial planner is varying and a constant challenge that involves a solid understanding of technical and.
1174 Burwood Highway, Upper Ferntree Gully, Victoria, 3156
I love what I do. The role of a financial planner can be varying and is a constant challenge that involves a solid understanding of technical and interpersonal skills - not to mention constant education to keep your finger on the pulse of any regulatory or legislative changes. We assist people in their now and help them create their preferred future. Fresh.
Melbourne, Australia
Assisting people achieve their personal financial goals by providing advice on areas such as savings and budgets, superannuation, life protections, investments and estate planning.I create long term relationships with my clients so the advice I provide assists them to attain their goals and feel safe in the knowledge their financial future is protected.
Home
Probably one of the most challenging role I have held, looking after my 15 month old child. I have managed to forge a fantastically rewarding relationship and learnt the importance of effective time management and the myriad of skills required to positively nurture and help my child develop. I am now keen to employ my recently received knowledge.
South Melbourne
Assisting full FBT, not for profit rebatable organisations, hospitals and charities in organising their salary packaging needs. Optimising their salaries and reducing their tax obligations.Worked with decision makers in organising new business as well as any client's queries regarding their salary package.
Richmond - Melbourne
I was responsible for managing the operating fleets of a number of organisations. Processing daily queries and concerns of fleet managers as well as facilitating all new vehicle purchases and end of lease processes for their fleet.
I held a number of roles at LeasePlan, from Customer Service Officer, to Senior and team leader, then finally as Team Manager.We assisted our clients in organising Novated and Operating leases and responded to any requests and questions in relation to these products.
Other employees you can reach at mintfinancialsolutions.com.au. View company contacts for 10 employees →
Hishan Naufal
Colleague at Mint Financial SolutionsGreater Melbourne Area, Australia
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Tanisha Tanisha
Colleague at Mint Financial SolutionsBurwood East, Victoria, Australia, Australia
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Cornel Fernandez
Colleague at Mint Financial SolutionsGreater Melbourne Area, Australia
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Deepak Raghvani
Colleague at Mint Financial SolutionsWantirna South, Victoria, Australia, Australia
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Shadir Hassen
Colleague at Mint Financial SolutionsMelbourne, Victoria, Australia, Australia
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Krishna Singh
Colleague at Mint Financial SolutionsRingwood North, Victoria, Australia, Australia
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Nithurshana Anushanth
Colleague at Mint Financial SolutionsVancouver, British Columbia, Canada, Canada
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Afrah Akram
Colleague at Mint Financial SolutionsColombo, Western Province, Sri Lanka, Sri Lanka
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Rachael Butler
Colleague at Mint Financial SolutionsBonbeach, Victoria, Australia, Australia
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Kym Smart
Colleague at Mint Financial SolutionsBrisbane City, Queensland, Australia, Australia
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Activities and Societies: AMP FPA Master Financial Planning - completed 2020 Graduate Diploma Financial Planning - completed 2019 Advanced.
Attained Level 2 in the Japanese Proficiency test.
Activities and Societies: Student Representative Council
Quick answers generated from the profile data available on this page.
Patrick Curlis works for Mint Financial Solutions.
Patrick Curlis is listed as Senior Financial Planner at Mint Financial Solutions.
AeroLeads has found 1 work email signal at @mintfinancialsolutions.com.au for Patrick Curlis at Mint Financial Solutions.
Patrick Curlis is based in Belgrave Heights, Victoria, Australia while working with Mint Financial Solutions.
Patrick Curlis has worked for Mint Financial Solutions, Fresh Financial Solutions, Amp Horizons Financial Group, Own Residence, and Southgate Financial Services Pty Ltd.
Patrick Curlis's colleagues at Mint Financial Solutions include Hishan Naufal, Tanisha Tanisha, Cornel Fernandez, Deepak Raghvani, and Shadir Hassen.
You can use AeroLeads to view verified contact signals for Patrick Curlis at Mint Financial Solutions, including work email, phone, and LinkedIn data when available.
Patrick Curlis holds Masters Of Financial Planning, Financial Planning And Services, Distinction from Kaplan Professional.
Patrick Curlis is listed with skills including Management, Risk Management, Business Strategy, Business Planning, Team Leadership, Relationship Management, Change Management, and Business Process Improvement.
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