AeroLeads people directory · profile
Patrick Flynn Email & Phone Number
Director | Advice Innovator
at
Simply Kaizen
1 work email found
@modoras.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Director | Advice Innovator
Location
Greater Brisbane Area, Australia, Australia
Who is Patrick Flynn? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Flynn is listed as Director | Advice Innovator at Simply Kaizen, based in Greater Brisbane Area, Australia, Australia. AeroLeads shows a work email signal at modoras.com and a matched LinkedIn profile for Patrick Flynn.
Patrick Flynn previously worked as Founder at Simply Advice Websites and Manager - Advice Innovation and Development at Aon. Patrick Flynn holds Bachelor Of Business, Management And Banking & Finance from Qut (Queensland University Of Technology).
Company email context
Email format at Simply Kaizen
This section adds company-level context without repeating Patrick Flynn's masked contact details.
{first}.{last}@modoras.com
86% confidence
AeroLeads found 1 current-domain work email signal for Patrick Flynn. Compare company email patterns before reaching out.
Profile bio
About Patrick Flynn
I am an experienced financial advice professional who specialises in developing policy, process, and technology solutions that empower advisers to do more.I am best known for my fresh, innovative approach to solving complex problems and delivering outcomes that are simple to engage. My passion is making advice more engaging and enabling advisers to focus on doing what they do best.I have a Bachelor of Business, Diploma of Financial Services and several accreditations. Since 2005 I have worked across the advice journey including support, paraplanning and adviser roles, before bringing my skills to the licensee level as part of the Aon Financial Advice leadership.My key skills include management of advice technology, advice documents, policy development, risk management and project management.In the work I do, I see advice organisations experiencing three main problems:1) Advice experiences that do not align with modern client expectations;2) Inadequate adoption of technology due to patchwork implementation or poor user experience design; and3) Failure to continuously examine existing processes and ask ‘Why?’By providing a design-thinking client centric approach to policy, coupled with strong technology capability, I help advice organisations to:1) Reduce Client Effort Scores through simplified processes and engagement tools;2) Drive efficiencies through automating, offshoring/outsourcing and streamlining back-office process/systems; and3) Reduce advice compliance risk through improved client engagement; adviser adherence and record keeping.The ultimate result is a win for all parties to the advice process – clients enjoy more of the advice process, advisers are more efficient and satisfied, and compliance have improved confidence.My greatest satisfaction comes from seeing advisers take themselves away from things that they don’t enjoy and don’t add value to clients, and get to focus on doing what they do best: Helping people realise their goals.
Listed skills include Financial Services, Strategic Financial Planning, Superannuation, Wealth Management, and 14 others.
Current workplace
Patrick Flynn's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
Patrick Flynn work experience
A career timeline built from the work history available for this profile.
Director | Advice Innovator
CurrentI work with practices and licensees who want to do more. Simply Kaizen was born out of a relentless commitment to continuous improvement with a drive for simple solutions.Here I bring together the win-win-win of client experience, efficiency, and risk management directly to practices in a consulting capacity.
Jun 2019 - Present
Founder
CurrentSimply Advice Websites is a partnership that delivers great quality websites exclusively to financial advisers cost effectively.
Jun 2019 - Present
Manager - Advice Innovation And Development
Following the rollout of several new initiatives to the Aon network of advisers, I continued as a member of the Leadership Team, with a dedicated focus on innovation and key projects.Initiatives included:- Complete redesign of fact find/KYC process- Sourcing and delivery of client engagement tools- Redesign and tender of digital intra-fund advice project.
Nov 2017 - May 2019
Manager - Advice Delivery
Following my focus on Advice Technology, I was able to broaden my scope to encapsulate the end-to-end advice journey for our 200+ adviser network.Facing an era of digital disruption, increasing legislation and consumer expectations, I developed ways to reduce the time and cost of the advice process, whilst simultaneously improving client outcomes through.
Feb 2015 - Nov 2017
Manager - Advice Solutions
In this role I had the fantastic opportunity to share my knowledge of the different possibilities technology brings to solve problems and empower our advisers to do what they do best: Provide exceptional value to our clients.Responsible for advice technology, my role included the centralised development and delivery of solutions using agile methodologies.
Sep 2012 - Feb 2015
Planning Associate
Jan 2012 - Sep 2012
Operations Manager And Founding Member
Following from the sale of the financial planning business at Genesys Wealth Advisers, I continued with the business owner and became a founding member of The Social Adviser.In addition to managing the business and supporting the principal, the role also included the designing of a comprehensive online training solution intended for professionals and the.
Dec 2010 - Dec 2011
Financial Adviser And Operations Manager
Genesys Wealth Advisers
Initially employed in an administration role, by 2007 my role of Operations Manager oversaw the growth of the firm from three employees to up to fourteen employees before the business sale in 2010.In addition to my management functions, I operated as an Authorised Representative of Genesys Wealth Advisers from 2007 and maintained my own portfolio of HNW.
Aug 2005 - Dec 2010
5 education records
Patrick Flynn education
Bachelor Of Business, Management And Banking & Finance
Certificate Iv, Mortgage Broking
Diploma Of Financial Services, Financial Planning
Diploma Of Justice Administration
South Metropolitan Tafe
Education record
Marcellin College
FAQ
Frequently asked questions about Patrick Flynn
Quick answers generated from the profile data available on this page.
What company does Patrick Flynn work for?
Patrick Flynn works for Simply Kaizen.
What is Patrick Flynn's role at Simply Kaizen?
Patrick Flynn is listed as Director | Advice Innovator at Simply Kaizen.
What is Patrick Flynn's email address?
AeroLeads has found 1 work email signal at @modoras.com for Patrick Flynn at Simply Kaizen.
Where is Patrick Flynn based?
Patrick Flynn is based in Greater Brisbane Area, Australia, Australia while working with Simply Kaizen.
What companies has Patrick Flynn worked for?
Patrick Flynn has worked for Simply Kaizen, Simply Advice Websites, Aon, Modoras Financial Performance Solutions, and The Social Adviser.
How can I contact Patrick Flynn?
You can use AeroLeads to view verified contact signals for Patrick Flynn at Simply Kaizen, including work email, phone, and LinkedIn data when available.
What schools did Patrick Flynn attend?
Patrick Flynn holds Bachelor Of Business, Management And Banking & Finance from Qut (Queensland University Of Technology).
What skills is Patrick Flynn known for?
Patrick Flynn is listed with skills including Financial Services, Strategic Financial Planning, Superannuation, Wealth Management, Management, Retirement Planning, Social Media, and Insurance.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Patrick Flynn you were looking for.
View similar profiles
