Patrick Duke

Patrick Duke Email and Phone Number

Principal Adviser @ Intergen Advisory
Brisbane City, QLD, AU
Patrick Duke's Location
Greater Brisbane Area, Australia
Patrick Duke's Contact Details

Patrick Duke personal email

n/a
About Patrick Duke

Patrick Duke is a Principal Adviser at Intergen Advisory. He possess expertise in wealth, financial advisory, wealth management, superannuation, wealth accumulation and 17 more skills. Colleagues describe him as "Patrick is extremely knowledgeable, approachable and professional in his business and personal dealings. Patrick has long and trusted relationships with his many clients. Patrick is well known for thinking out of the box. I would highly recommend Patrick to anyone lucky enough to utilize his expertise."

Patrick Duke's Current Company Details
Intergen Advisory

Intergen Advisory

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Principal Adviser
Brisbane City, QLD, AU
Patrick Duke Work Experience Details
  • Intergen Advisory
    Principal Adviser
    Intergen Advisory
    Brisbane City, Qld, Au
    View
  • Integral Private Wealth
    Director And Principal Advisor
    Integral Private Wealth
    Brisbane City, Qld, Au
    View
  • Integral Private Wealth
    Director & Principal Advisor
    Integral Private Wealth Jul 2019 - Present
    Brisbane, Australia
    View
  • Westpac
    Partner & Executive Financial Planner At Westpac Private Bank
    Westpac Jun 2013 - Jun 2019
    I worked as a Principal Partner and managed a Partnership Practice. Our business is focused on providing High Net Worth clients with a great financial planning experience and financial outcomes. I pride myself on building strong and enduring relationships with my staff and clients.
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  • Westpac
    Senior Financial Planner At Westpac Private Bank
    Westpac Jan 2005 - Jun 2019
    Brisbane City
    For a number of years I was providing strategic financial advice to High Net Worth clients in the areas of wealth accumulation and wealth protection. I worked in the Westpac Private Bank which is focused primarily on High Net Worth and Ultra High Net Worth individuals and families. I built strong client relationships and maintained high client retention through great experiences and financial outcomes for clients.
    View

Patrick Duke Skills

Wealth Financial Advisory Wealth Management Superannuation Wealth Accumulation Finance Financial Planning Retirement Planning Investment Strategies Income Protection Investments Smsf Financial Risk High Net Worth Individuals Strategic Financial Planning Equities Pensions Wealth Management Services Retirement Investment Advisory Financial Planners Estate Planning

Patrick Duke Education Details

  • Griffith University
    Griffith University
    Completed Degree With Distinction (Overall Gpa Of 6.63 Out Of 7)
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  • Kaplan Education
    Kaplan Education
    Financial Planning
  • St Laurence'S College
    St Laurence'S College

Frequently Asked Questions about Patrick Duke

What company does Patrick Duke work for?

Patrick Duke works for Intergen Advisory

What is Patrick Duke's role at the current company?

Patrick Duke's current role is Principal Adviser.

What is Patrick Duke's email address?

Patrick Duke's email address is pd****@****.com.au

What schools did Patrick Duke attend?

Patrick Duke attended Griffith University, Kaplan Education, St Laurence's College.

What skills is Patrick Duke known for?

Patrick Duke has skills like Wealth, Financial Advisory, Wealth Management, Superannuation, Wealth Accumulation, Finance, Financial Planning, Retirement Planning, Investment Strategies, Income Protection, Investments, Smsf.

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