Our Expertise >
Service is a Personal Relationship.
Our expertise is diverse with clients benefiting from a complete financial solution. We have the resources to provide expert advice on property, direct shares, strategic financial planning, aged care, superannuation, personal insurances and a large array of managed investments. The benefit to you is integrated, quality advice from the one company across your whole situation.
Michael Patman
Senior Client Adviser - Managing Director
Dip FS (FP) SSA ADA FPA
Born and raised in country New South Wales, Michael moved to Brisbane 15 years ago to progress his career in financial services. Michael has worked at three leading financial services companies in a variety of roles before purchasing his part of Whittaker Macnaught in 2013 after spending 7 years with the firm.
With over 20 years’ experience Michael strives to deliver exceptional advice outcomes for his clients through his thorough and proactive emphasis. Michael performs the role of senior client adviser and business principal.
Michael holds a Diploma of Financial Services (Financial Planning) from Deakin University. He maintains formal accreditations in listed securities, options, derivatives, investment lending, property and aged care. He has attained the SMSF Association Specialist designation, and he is a member of the Financial Advice Association of Australia.
Michael is in is in the final stages of completing his Masters in Financial Planning.
Peta Tatters
Office Manager
Dip FS (FP)
Peta was welcomed to the Patman Planning Group team in 2022 as our Office Manager.
Peta brings decades of experience with her to the role, having worked across the insurance sector and AMP Financial Advice firms.
Peta is dedicated to ensuring the back office operations run like a well-oiled machine to support a high level of service for clients.
She enjoys working with the staff to create a balanced work environment to get the best out of each member of the team.
Peta has completed her Diploma of Financial Planning with Kaplan Professional.
Andrea Peirce
Advice Manager
Andrea joined the Patman Planning team in April 2023 in the Advice Manager role and brings with her 17 years’ experience in the financial services industry. Her background includes working for both boutique firms and large banking / corporate organisations in a variety of roles including Client Services, Senior Paraplanner, Audit and Remediation. Andrea enjoys the technical side of things and is skilled in financial modelling, preparing a range of financial advice documents and compliance.
Andrea has completed her Advanced Diploma of Financial Services through Kaplan and is accredited in Gearing and Self-Managed Super Funds. She is currently enrolled part time at the University of the Sunshine Coast in a Bachelor of Arts, majoring in Journalism and Creative Writing.
On a more personal note, Andrea is a Brisbane local who likes loud music, good food, tattoos, beach days and the Broncos.
Andrea is dedicated to having a positive impact on clients by delivering quality advice and services at the highest professional level.
Sarah Moore
Associate
AdvDip FS (FP)
Sarah joined Patman Planning to progress into the role of Adviser and is currently completing her professional year. She has 15 years’ experience in several leading financial services companies. Sarah has a passion for empowering individuals to take control of their financial futures. With a strong foundation in finance and a genuine desire to make a positive impact in people's lives, Sarah is committed to helping clients navigate the complex world of personal finance.
Sarah has a Bachelor of Business (Financial Planning), Advanced Diploma of Financial Planning through Kaplan and accreditations in Gearing and Self-Managed Super Funds.
Harriet Gill
Client Service Officer
Harriet joined the Patman Planning team in late March 2023 as a Client Service Officer. She has been working in the financial planning industry with boutique financial planning practices since 2022. Harriet works closely within the administration team to assist with the implementation of advice and ensure a high level of client care.
Born in New Zealand, Harriet moved to Brisbane five years ago to pursue new career opportunities. After leaving her career as a retail manager, Harriet is currently completing her Advanced Diploma in Paraplanning with The Monarch Institute with the long-term goal of becoming a Paraplanner.
Outside of work, Harriet is passionate about travel, staying active and spending time with family and friends.
Angela Makepeace
Client Service Officer
Ange joined the Patman Planning team in August 2023 in the role of Client Service Officer. Ange began her career in 1988 as a Client Service Officer at ING Head Office Sydney (formerly Mercantile Mutual). During her time at ING, Ange had various roles including Policy Services Supervisor, Branch Co-ordinator and a Business Analyst.
In 1998, Ange moved into the Financial Planning sector. She has worked in a small number Financial Planning practices in both Sydney and Brisbane. Prior to joining Patman Planning Group, Ange worked at a boutique Financial Planning Practice with a high net worth client base and an extensive Self Managed Superannuation Fund portfolio base for 18 years.
Ange works alongside the Advice Team to ensure the smooth implementation of advice. She always strives to find the most efficient workplaces practices.
Outside of work, Ange enjoys spending time with her family and friends, the beach, gym, hiking and discovering new places.
Kathryn Ryan
Client Service Officer
GradDipFinPlanning
I have been involved in the financial services industry for over 25 years, with close to 20 of those as a financial advisor, including advising roles within Westpac, Whittaker Macnaught and Altitude Wealth Solutions. I completed a Diploma in Financial Markets through SIA and a Graduate Diploma in Financial Planning with FINSIA. Though my career I have gained extensive knowledge and experience in the areas of retirement planning, aged care and Centrelink. I am passionate about assisting clients and delivering the best service possible.
On a personal note, I grew up in Sydney but relocated to Brisbane in 2005. In my spare time I love to be with family and friends, working out in the garden or out in the sunshine enjoying a long walk.
TAILORED FINANCIAL MANAGEMENT SERVICES AND ADVICE TO SUIT YOUR SITUATION.
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CONTACT US
LEVEL 7, 288 EDWARD ST
BRISBANE QLD 4000
PO BOX 12931
GEORGE STREET POST OFFICE QLD 4003
P | (07) 3188 5290
F | (07) 3107 1672
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The information contained on this web page is for discussion purposes only, is of a factual nature and is not intended to constitute financial product advice. It does not take into considering your individual objectives, financial situation or needs. You should consider its appropriateness in light of your circumstances and consider seeking professional advice relevant to your individual needs before making a decision based on this information.
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