Patrick Curlis Email & Phone Number

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 interpersonal skills - not to mention constant education to keep up to date with regulatory or legislative changes. I moved to Mint Financial Solutions to work more autonomously but at the same time with a group of like-minded individuals. The move is providing greater opportunities and allowing me to assist more clients holistically.Mint Financial Solutions work with our clients to realise their personal vision. We assist them to create their preferred future. Mint Financial Solutions was established close to 10 years ago and has quickly built a reputation for providing sound, well-thought-out advice to our valued clients. We take ownership of your objectives and do anything available to help you achieve your dreams. Personal advice such as (but not limited to) superannuation, family risk protection, investments, Centrelink assistance, Aged care, retirement and estate planning are some of the areas I can assist.I am a registered mortgage broker who will find a great home or investment loan. We have the capacity to work with numerous lenders and can locate the best offer available in the market. As a financial planner, I then assist you in creating strategies to pay down your loan in the most cost effective way.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 being protected and continually reviewed or updated according to their life-stage or particular life events. If you have a need, come and see me and we will work together to achieve your objective.

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 Financial Solutions has been running since early 1980s and has a reputation for providing sound, well thought-out advice to our valued clients. We truly take ownership of your objectives and do all in our power to help you get to where you want to be. Assisting people achieve their personal financial goals such as (but not limited to) savings and budgets, superannuation, life protections, investments and estate planning are some of the areas I can assist.I am a registered mortgage broker who can assist in finding a great home or investment loan. We have the capacity to work with hundreds of different lenders so can locate the best offer available. As a financial planner I can then assist you in paying down your loan in the most effective and interest-saving way.I create long term relationships with my clients so the advice I provide assists them attain their goals and feel safe in the knowledge their financial future is being protected and continually reviewed or updated according to their life-stage or particular life events. If you have a need, come and see me and we will work together to achieve your objective.

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, completing the Advanced Diploma of Financial Planning and ultimately work as a financial planner. I hope to be employed by a company that will benefit from my enthusiasm, great work ethic and willingness to learn the necessary skills - assisting me in attaining this goal.

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.

Masters Of Financial Planning, Financial Planning And Services, Distinction

Activities and Societies: AMP FPA Master Financial Planning - completed 2020 Graduate Diploma Financial Planning - completed 2019 Advanced.

Diploma In Japanese Language, Japanese Language

Attained Level 2 in the Japanese Proficiency test.

Bachelor Of Science / Bachelor Of Arts, Japanese Language And Literature

High School

Activities and Societies: Student Representative Council