Summary

My name is Patrice Jacquin and I help people achieve their most important financial goals I have over 23 years financial services experience in Australia, and have worked in various other occupations including underwriting, training and management. I am originally from Mauritius and I speak fluent French. In Australia, I have worked for 8 years with American International Assurance, (AIAFS), based in Sydney, before joining Commonwealth Financial Planning in 2005. I started working for myself in January 2022 after spending 16 years at Commonwealth Financial Planning, with the last 12 years as a Senior Financial Planner In my current role as a director and principal of my own company, Meaningful Wealth, i will continue to work towards making a positive meaningful difference to my clients' lives My colleagues have said that I am thorough, dedicated, professional, hard working, and someone they can trust I have completed a Masters in Applied Finance (Major in Financial Planning). I am a member of the Financial Planning Association, and I have completed the CFP® (Certified Financial Planner) certification. The CFP® certification is the highest level of certification that a financial planner can achieve. I also hold a Bachelor of Science from the UNSW I can be reached through my Linkedin profile, by phone +61 405 102 431, or by email, [email protected]. My office is in Chatswood, New South Wales. I can also conduct meetings online.