Patrick Canion
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Patrick Canion Email & Phone Number

Head of Advice - Switzerland at Atlas Wealth Group
Location: Geneva Metropolitan Area, Switzerland, Switzerland 19 work roles 8 schools
1 work email found @rmgfs.com.au LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email p****@rmgfs.com.au
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Current company
Role
Head of Advice - Switzerland
Location
Geneva Metropolitan Area, Switzerland, Switzerland
Company size

Who is Patrick Canion? Overview

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Quick answer

Patrick Canion is listed as Head of Advice - Switzerland at Atlas Wealth Group, a company with 5 employees, based in Geneva Metropolitan Area, Switzerland, Switzerland. AeroLeads shows a work email signal at rmgfs.com.au and a matched LinkedIn profile for Patrick Canion.

Patrick Canion previously worked as Independent Wealth Adviser and Business Mentor at Patrick Canion Consulting and Performance Coach at Verse Wealth. Patrick Canion holds Graduate Certificate With Distinction In Blockchain Enabled Business, Blockchain Technology, Distinction from Rmit University.

Company email context

Email format at Atlas Wealth Group

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{first}.{last}@rmgfs.com.au
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AeroLeads found 1 current-domain work email signal for Patrick Canion. Compare company email patterns before reaching out.

Profile bio

About Patrick Canion

My area of expertise is twofold:I work with families and business owners who have cross-jurisdictional business and investment issues or complex affairs, particularly in Switzerland and Australia. I start by understanding your values and priorities and use this as a context for designing and implementing your personal plan; andI also provide mentoring, coaching and governance services to businesses and senior leaders, to enable them to achieve their goals within the framework of their personal values.I am an experienced Chair, CEO and Certified Financial Planner, now proud to use my knowledge and experience to assist international investors and portfolio entrepreneurs to plan for the life they dream of.After moving from Australia to Switzerland, I established an independent, fee-for-advice practice to help my clients focus on the person they are, not just the money they have.My former financial advice business, ipac Western Australia, received many awards and was recognised nationally in 2016 by the Financial Planning Association as the Professional Practice of the Year for Australia.As a company director, I have experience as a Chair in Australian Stock eXchange listed public companies, private companies, philanthropic foundations and member associations. As a Certified Financial Planner, my particular expertise is in communicating complex topics in easy-to-understand language, and my area of practice expertise is with business owners and professionals. I have experience as a media commentator and as an Expert Witness before the Supreme and District Courts of Western Australia and the Administrative Appeals Tribunal. For three years running, I was included in Australia's Top 50 influential financial advisers.My education includes a Master degree in finance, specialising in corporate finance, and a Graduate Certificate of Blockchain in Business. I have significant practical experience in mergers and acquisitions of listed and unlisted entities.

Listed skills include Wealth, Wealth Management, Financial Advisory, Financial Services, and 39 others.

Current workplace

Patrick Canion's current company

Company context helps verify the profile and gives searchers a useful next step.

Atlas Wealth Group
Atlas Wealth Group
Head of Advice - Switzerland
Geneva, GE, CH
Employees
5
AeroLeads page
19 roles

Patrick Canion work experience

A career timeline built from the work history available for this profile.

Independent Wealth Adviser And Business Mentor

Current
Patrick Canion Consulting

Geneva Switzerland And Perth Australia

As an experienced CEO, Company Director, and Expert Witness, I provide strategic financial planning and business advice to Australian and Swiss entrepreneurs and business owners. I also provide Expert Witness statements to regulators and litigants in the area of Australian financial services.

Feb 2019 - Present

Performance Coach

Current

Melbourne, Victoria, Australia

Verse Wealth is a leading, award-winning independent Australian financial advice firm. Their philosophy - which I love - is that your life and finances are inseparable, and money is just a resource to give you choices and help you live the life you want – so your money is truly serving you, rather than the other way around. I'm proud to work with the Verse.

Nov 2024 - Present

Chair

Current

Adelaide, South Australia, Australia

Frigid is the ultimate cloud-based control platform revolutionising the beer and wine industries worldwide, Brewers and Vignerons can now cut up to 25% of energy consumption, boost productivity and reduce stock loss through Frigid's automation.

Aug 2022 - Present

Director

Current

Switzerland

The Australian Swiss Chamber of Commerce is the leading business organisation in Switzerland which fosters commercial relationships between Australia and Switzerland. I am fortunate to serve as both a director of the chamber as well as head of the Geneva chapter. If you are an Aussie in Suisse Romande, don't hesitate to contact me to see how the Chamber.

May 2024 - Present

Independent Financial Adviser

Geneva, Switzerland

Kenwell Financial Life Planners was established to be the independent, client-focused service that I couldn't find when I first moved to Geneva. We understand the needs of international investors and portfolio entrepreneurs. Protecting your assets and minimising tax is important, but this needs to be done within the context of your personal values and.

Jul 2021 - Jun 2023

Chair

Intiger Group Ltd (Asx: Iam)

Perth, Australia

Intiger Group Ltd (ASX: IAM) is a provider of technology and outsource solutions to financial planning professionals.

Jun 2016 - Dec 2020

Director/Trustee

Future2 is the foundation of the Australian Financial Planning Association. It exists to make a lasting difference in the lives of those who need it most, giving disadvantaged young people a second chance and hope for a better future.

Jan 2014 - Dec 2019

Co-Owner, Ceo

Subiaco, Western Australia

AMP Advice Subiaco, formerly ipac Western Australia, is one of Perth's largest and most awarded financial advice practices. As CEO I am responsible for determining the strategic direction of our business, and delivering on our business plan. I also have my own clientele of personal advice clients, specialising in business owners, corporate governance and.

Mar 1998 - Jan 2019

Director, The Hunger Project Australia, Western Australia Development Board

Perth, Australia

The Hunger Project works to break the cycle of poverty. We believe hungry people themselves are the key to ending hunger. In partnership, we unleash their vision, commitment and leadership so they can feed themselves and their families.

May 2015 - Jan 2016

Chair, Regional Chair Committee

This committee is charged with advancing the levels of membership engagement as well as recruitment and growth of new members. The committee advises the board and management on issues including chapters, advertising, and the association's value proposition.

Feb 2012 - Nov 2014

Member, Communication And Marketing Committee

This committee reports to the Board Committee of membership Engagement. Specifically, we work with the FPA to assist in helping design and improve the way FPA members communicate with the FPA, each other, and our clients.

Jun 2011 - Feb 2012

Director

As director, I helped determine the strategic direction of the FPA and, with the board, provide corporate governance of the association. I also chaired the Membership Engagement & Growth committee and the Regional Chair committee, having been responsible for a wide-ranging review and restructure of our member engagement strategy.

Nov 2011 - Nov 2014

Member, Board Committee For Membership Engagement

This committee exists to advise the FPA Board on strategies, activities and policies that will ensure the FPA:1. Raise the community standing of members2. Differentiates FPA and FPA members from other participants (amongst consumer and member audience) 3. Builds and supports a Professional Community (that deepens relationship with individual professional.

Jun 2011 - Oct 2012

Strategic Policy Committee Member

The Strategic Policy Committee acts to advice the full board of the FPA on issues that effect the position of financial advisers in Australia.

Dec 2009 - May 2011

Director

Western Australian Club

Perth, Australia

Sep 2013 - Nov 2013

President

Western Australian Club

Perth, Australia

As President, I am accountable to members for the Corporate Governance of the Club. This involves chairing board meetings, representing the Club and overseeing Club management.As President, I oversaw the relocation of the Club and redesign of the Club's business model.

Sep 2011 - Sep 2013

Vice President

Western Australian Club Inc

As Vice President I partake in the corporate governance and strategy of the WA Club. I also chair the Membership & marketing subcommittee.

Jul 2004 - Sep 2010
Team & coworkers

Colleagues at Atlas Wealth Group

Other employees you can reach at versewealth.com.au. View company contacts for 5 employees →

8 education records

Patrick Canion education

Graduate Certificate With Distinction In Blockchain Enabled Business, Blockchain Technology, Distinction

Blockchain is a transformative technology at the centre of the new digital economy, with wide-ranging applications across all aspects of.

Certificate: Cambridge Start-Up Funding: Pre-Seed To Exit, Finance And Financial Management Services

This certificate covered the skills necessary to develop a plan for an investable project, assess the financing stages and develop a.

Masters Applied Finance And Investment, Financial Services, Corporate Finance, Regional Dux

Finsia

Company Directors Course Diploma, Corporate Governance

Australian Institute Of Company Directors

Certified Financial Planner, Financial Advice

Fpa

Diploma Financial Planning, Financial Planning

Fpa
FAQ

Frequently asked questions about Patrick Canion

Quick answers generated from the profile data available on this page.

What company does Patrick Canion work for?

Patrick Canion works for Atlas Wealth Group.

What is Patrick Canion's role at Atlas Wealth Group?

Patrick Canion is listed as Head of Advice - Switzerland at Atlas Wealth Group.

What is Patrick Canion's email address?

AeroLeads has found 1 work email signal at @rmgfs.com.au for Patrick Canion at Atlas Wealth Group.

Where is Patrick Canion based?

Patrick Canion is based in Geneva Metropolitan Area, Switzerland, Switzerland while working with Atlas Wealth Group.

What companies has Patrick Canion worked for?

Patrick Canion has worked for Atlas Wealth Group, Patrick Canion Consulting, Verse Wealth, Frigid.Cloud, and Australian Swiss Chamber Of Commerce.

Who are Patrick Canion's colleagues at Atlas Wealth Group?

Patrick Canion's colleagues at Atlas Wealth Group include Francis Niel Ampalaya, Roselle Ann Judilla, Daniel Donovan, Reg Galo, and Tim Dang.

How can I contact Patrick Canion?

You can use AeroLeads to view verified contact signals for Patrick Canion at Atlas Wealth Group, including work email, phone, and LinkedIn data when available.

What schools did Patrick Canion attend?

Patrick Canion holds Graduate Certificate With Distinction In Blockchain Enabled Business, Blockchain Technology, Distinction from Rmit University.

What skills is Patrick Canion known for?

Patrick Canion is listed with skills including Wealth, Wealth Management, Financial Advisory, Financial Services, Retirement Planning, Investments, Small Business, and Financial Planning.

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