A city skyline at night with a boat in the water.
Patrick Carden

Patrick Carden

CFP, BEng(Hons), GradDipFP
Authorised representative number: 001003026

Senior Financial Adviser

I help people make smart decisions about their money. This includes providing guidance with financial strategies', investments, Centrelink Age Pensions and Estate planning.
Patrick has been in the Financial Planning industry since 1996. He initially worked in technical, research and compliance role at Keysbrook Financial Services. After the merger of twelve companies to form the Shadforth Financial Group in 2008, he became a financial adviser.

Investment Style

Patrick assists clients achieve their long term financial goals, using strategic financial advice and ongoing management of investment portfolios.

Services and Specialties

Financial Planning
Investment Advice
Wealth Management
Retirement and Estate Planning

Qualifications and Professional Affiliations

FPC002B Ethics and Professionalism in Financial Advice
Graduate Diploma in Applied Finance and Investment
Diploma of Financial Planning
Bachelor of Engineering (Hons)

Associations

CFP Member of Financial Adviser Association of Australia (FAAA)

Competencies

Financial Planning
Securities
Generic
Managed Investments
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - West Perth. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.