Patrick Crehan work email
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Patrick Crehan personal email
Specialist Financial and Retirement Planner, helping to maximize clients positions, including via the strategic use of income streams, management of complex defined benefit schemes and tax minimization strategies.I understand the value of communicating with clients in an easy to understand manner, and structuring a tailored plan to meet their goals and objectives.I find it very satisfying to know that I am making a real difference to clients lives, and seeing them walk out of my office much happier and more comfortable with their plans for the future, than they were when they first arrived.
Simplicity Retirement Solutions Pty Ltd
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Principal And Certified Financial PlannerSimplicity Retirement Solutions Pty Ltd Jan 2024 - PresentSydney, New South Wales, Australia
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Certified Financial PlannerAware Super Sep 2020 - Nov 2023Sydney, New South Wales, Australia -
Certified Financial PlannerStateplus Jul 2016 - Sep 2020Sydney, Australia -
Financial PlannerState Super Financial Services Jul 2001 - Jun 201683 Clarence Street, Sydney
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Financial PlannerPride Finance And Investment Mar 2001 - Aug 2001St Leonards
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Associate Financial AdvisorAnz Nov 2000 - Feb 2001 -
Financial AdvisorZurich Financial Services Australia Nov 1999 - Oct 2000Chatswood -
Client Services OffierZurich Financial Services Australia Nov 1997 - Oct 1999North Sydney
Patrick Crehan Skills
Patrick Crehan Education Details
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Financial Planning -
Certified Financial Planner -
Diploma Of Financial Planning
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Bachelor Of Arts (Ba) -
St Aloysius CollegeHigher School Certificate
Frequently Asked Questions about Patrick Crehan
What company does Patrick Crehan work for?
Patrick Crehan works for Simplicity Retirement Solutions Pty Ltd
What is Patrick Crehan's role at the current company?
Patrick Crehan's current role is Senior Financial Planner.
What is Patrick Crehan's email address?
Patrick Crehan's email address is pa****@****.com.au
What schools did Patrick Crehan attend?
Patrick Crehan attended Kaplan Professional, Deakin University, Deakin University, Macquarie University, St Aloysius College.
What skills is Patrick Crehan known for?
Patrick Crehan has skills like Financial Planning, Wealth Management, Retirement Planning, Financial Services, Portfolio Management, Finance, Pensions, Asset Allocation, Estate Planning, Pension Funds, Superannuation, Retirement Income Strategies.
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Patrick Crehan
Killarney -
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Patrick CREHAN
I Am In Delhi To Attend A Series Of Meetings On Renewable Fuels: The Indian Federation Of Green Energy Annual Conference And The Mnre Annual Conference On Investment In Green Energy.Brussels Metropolitan Area1cka.be
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