Patrick has an enviable reputation for quality service, integrity and building strong client relationships.


Patrick is a Certified Financial Planner™ with more than 10 years’ experience in the industry.

Patrick Gleeson

Aged Care Financial Adviser 

Patrick is dedicated to working with families to provide them with clarity and peace of mind regarding the financial situation and choices when they, their partner or a family member is entering residential aged care.

Patrick chose to specialise professionally in aged care financial advice after more than 11 years working as a senior financial adviser with St George. Patrick has a Bachelor of Business, a Diploma of Financial Planning and is a Certified Financial Planner™.

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