Patrick Carden
CFP, BEng(Hons), GradDipAppFin
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
Personal Insurance
Superannuation Advice
Self-Managed Super Funds
Financial Planning
Retirement and Estate Planning
Investment Advice
Wealth Management
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
FPC002B Ethics and Professionalism in Financial Advice
Bachelor of Engineering (Hons)
Graduate Diploma in Applied Finance and Investment
Certified Financial Planner
Associations
CFP Member of Financial Adviser Association of Australia (FAAA)
Competencies
Financial Planning
Generic
Securities
Managed Investments
Life Insurance
Superannuation
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 and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
