Principal And Certified Financial Planner
Current
Simplicity Retirement Solutions Pty Ltd
Jan 2024 - Present
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Patrick Crehan Email & Phone Number
Principal and Certified Financial Planner
at
Simplicity Retirement Solutions Pty Ltd
1 work email found
@aware.com.au
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Simplicity Retirement Solutions Pty Ltd
Role
Principal and Certified Financial Planner
Location
Greater Sydney Area, Australia, Australia
Who is Patrick Crehan? Overview
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Quick answer
Patrick Crehan is listed as Principal and Certified Financial Planner at Simplicity Retirement Solutions Pty Ltd, based in Greater Sydney Area, Australia, Australia. AeroLeads shows a work email signal at aware.com.au and a matched LinkedIn profile for Patrick Crehan.
Patrick Crehan previously worked as Certified Financial Planner at Aware Super and Certified Financial Planner at Stateplus. Patrick Crehan holds Graduate Diploma, Financial Planning from Kaplan Professional.
Company email context
Email format at Simplicity Retirement Solutions Pty Ltd
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{first}.{last}@aware.com.au
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AeroLeads found 1 current-domain work email signal for Patrick Crehan. Compare company email patterns before reaching out.
Profile bio
About Patrick Crehan
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.
Listed skills include Financial Planning, Wealth Management, Retirement Planning, Financial Services, and 11 others.
Current workplace
Patrick Crehan's current company
Company context helps verify the profile and gives searchers a useful next step.
Simplicity Retirement Solutions Pty Ltd
8 roles
Patrick Crehan work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner
Sep 2020 - Nov 2023
Certified Financial Planner
Jul 2016 - Sep 2020
Financial Planner
State Super Financial Services
Jul 2001 - Jun 2016
Financial Planner
Pride Finance And Investment
Mar 2001 - Aug 2001
Associate Financial Advisor
Nov 2000 - Feb 2001
Financial Advisor
Nov 1999 - Oct 2000
Client Services Offier
Nov 1997 - Oct 1999
5 education records
Patrick Crehan education
Graduate Diploma, Financial Planning
Certified Financial Planner
Diploma Of Financial Planning
Bachelor Of Arts (Ba)
Higher School Certificate
St Aloysius College
FAQ
Frequently asked questions about Patrick Crehan
Quick answers generated from the profile data available on this page.
What company does Patrick Crehan work for?
Patrick Crehan works for Simplicity Retirement Solutions Pty Ltd.
What is Patrick Crehan's role at Simplicity Retirement Solutions Pty Ltd?
Patrick Crehan is listed as Principal and Certified Financial Planner at Simplicity Retirement Solutions Pty Ltd.
What is Patrick Crehan's email address?
AeroLeads has found 1 work email signal at @aware.com.au for Patrick Crehan at Simplicity Retirement Solutions Pty Ltd.
Where is Patrick Crehan based?
Patrick Crehan is based in Greater Sydney Area, Australia, Australia while working with Simplicity Retirement Solutions Pty Ltd.
What companies has Patrick Crehan worked for?
Patrick Crehan has worked for Simplicity Retirement Solutions Pty Ltd, Aware Super, Stateplus, State Super Financial Services, and Pride Finance And Investment.
How can I contact Patrick Crehan?
You can use AeroLeads to view verified contact signals for Patrick Crehan at Simplicity Retirement Solutions Pty Ltd, including work email, phone, and LinkedIn data when available.
What schools did Patrick Crehan attend?
Patrick Crehan holds Graduate Diploma, Financial Planning from Kaplan Professional.
What skills is Patrick Crehan known for?
Patrick Crehan is listed with skills including Financial Planning, Wealth Management, Retirement Planning, Financial Services, Portfolio Management, Finance, Pensions, and Asset Allocation.
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