Adrian Patty, principal,
AP Financial Solutions
Sydney, NSW
After graduating from the University of NSW with a Bachelor of Science degree, Adrian Patty worked as a client service officer with Genesys Wealth Advisers, in investment lending with Macquarie Bank and as a client services manager with OneVue.
Patty formed AP Financial Solutions four years ago after graduating from the AMP Horizons academy, and has since brought a handful of young advisers in to help him.
He is also a director of Spark Professional, which provides trained staff for the financial services industry, and promotes the sharing of knowledge among young advisers.
“Some of the best advice I have ever received has come from talking to like-minded peers,” Patty says.
With a significant load on his plate, Patty is still keen to help young up-and-comers find their way.
“I have been on the side of people looking for work and I know what it’s like to work under other people,” Patty says.
“I have empathy with people who are trying to start their own business or even helping young advisers find their way.”
(Words by Jo Leggatt)
Read 24 HOURS: A Day inthe life of … AP Advisory
Read Planner Profile – Adrian Patty: Extrovert who started own financial planning firm at 25
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