Kieran is a passionate Financial Planner who has worked in the financial services industry for over 16 years. He joined the Patman Planning team in 2024 and brings with him a wealth of knowledge and experience.
Kieran is committed to client engagement and takes the time to understand his clients, goals and aspirations. He believes in educating his client to ensure they reach the best possible outcomes.
Kieren enjoys working with clients from all walks of life. He possesses a deep understanding of the financial planning landscape including both simple and complex strategies such as defined benefits and is happy to engage key specialists in the process (accountants, brokers, and solicitors) to deliver the right outcomes.
Kieran holds an Advanced Diploma in Financial Planning in addition to Bachelor of Business and Bachelor of Science degrees. Kieran also holds specialist accreditations in SMSF and Geared Investment advice. Kieran is currently in the final stage of completing a Graduate Diploma in Financial Planning. Kieran is also a member of the Financial Advice Association of Australia.
