Patrick Giddy

Patrick Giddy Email and Phone Number

Director at Trilogy Private Wealth @ Trilogy Private Wealth
australia
Patrick Giddy's Location
Greater Sydney Area, Australia
Patrick Giddy's Contact Details

Patrick Giddy personal email

About Patrick Giddy

With over 20 years experience in the wealth management industry, Patrick has a background in providing advice to sophisticated, often high net worth individuals, families and SMEs who need clear guidance and a proven navigator. This often involves taking a 360-degree view of a client’s affairs to ensure the financial aspects are in good shape whilst creating, monitoring and reviewing strategies along the way.Patrick brings a sharp eye for detail and a keen ear for opportunities across all client portfolios.

Patrick Giddy's Current Company Details
Trilogy Private Wealth

Trilogy Private Wealth

View
Director at Trilogy Private Wealth
australia
Employees:
3
Patrick Giddy Work Experience Details
  • Trilogy Private Wealth
    Director
    Trilogy Private Wealth May 2016 - Present
    Sydney, Australia
    Wealth management is our passion. We live and breathe it every day, navigating our clients through an ever-changing world of new possibilities.What we stand for:1. Trust - We're rigorously honest: With wealth comes trust. We promise to never make a decision without you giving it the green light. And we will never advise anything in our best interests over yours;2. Transparency - We're open: No hidden agendas. No secret commissions. We adopt open and transparent commercial terms only after we've both agreed on them; &3. Tailored Advice - We work for you: Everyone's unique and everyone's circumstances are different. When we work with you, it's like having a CFO work on your behalf. You're the boss. We're your wise counsel.
  • Collaborative Professionals (Nsw) Inc
    Co-Treasurer
    Collaborative Professionals (Nsw) Inc Dec 2021 - Dec 2022
  • Crowe Horwath
    Lead Partner, Wealth Management (Sydney)
    Crowe Horwath Jul 2001 - Feb 2016
    Sydney Cbd

Patrick Giddy Skills

Wealth Management Superannuation Retirement Planning Finance Investments Financial Planning Financial Reporting Process Improvement Strategic Financial Planning Tax Accounting Financial Analysis Portfolio Management

Frequently Asked Questions about Patrick Giddy

What company does Patrick Giddy work for?

Patrick Giddy works for Trilogy Private Wealth

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

Patrick Giddy's current role is Director at Trilogy Private Wealth.

What is Patrick Giddy's email address?

Patrick Giddy's email address is pa****@****ail.com

What skills is Patrick Giddy known for?

Patrick Giddy has skills like Wealth Management, Superannuation, Retirement Planning, Finance, Investments, Financial Planning, Financial Reporting, Process Improvement, Strategic Financial Planning, Tax, Accounting, Financial Analysis.

Who are Patrick Giddy's colleagues?

Patrick Giddy's colleagues are Kate Mantarro, Cfp® Lrs®.

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