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Patrick Giddy, Trilogy Private Wealth
Finance in Sydney, NSW
Phone: 0412 645 765
Website: https://www.TrilogyPrivateWealth.com
Email: [email protected]
With over 20 years' experience in the wealth management industry, Patrick has a background in providing advice to family law clients who need clear guidance and a proven navigator during-and-post financial settlement.
This approach often involves working with Accredited Family Law Specialists (and other experts) to take a 360-degree view of a client's affairs to ensure the financial aspects are in good shape and will allow them to move forward with confidence and a sense of independence.
Patrick is a Certified Financial Planner, Self-Managed Superannuation Fund Specialist, Senior Associate of FINSIA and has completed collaborative family law training.
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