Responsible for portfolio management, stock & sector analysis, and macroeconomic strategy
A Member of the Industry Research and Advisory Committee
Patrick Trindade has over 13 years’ experience in the finance sector, including the last four years as Head of Private Wealth Melbourne with the Phillip Capital Financial Group. Previously to this he spent 3 years as the Head of the Small Resource Desk for a leading Australian stockbroking firm.
Patrick specializes in advising both High Net Worth and Institutional clients in all aspects of equities, cash investments, derivatives and managed investment schemes, specializing in portfolio management and asset allocation
Patrick is an accredited securities dealer in Australian and international equities, managed funds, fixed interest, margin lending, exchange traded options, FX and superannuation products.
In addition to these industry qualifications he also holds a bachelor of Commerce from Deakin University as well as being ASX level 1 & 2 options accredited.
Patrick is also a regular contributor to a number of national publications including the Age and the Australian as well contributing on a regular basis to several prominent on-line investor forums.
Residing in Melbourne with his wife, Patrick’s hobbies include golf, thoroughbred racing, travel and volunteer charity work.