Patrick Jackson

Head of Investment Services, Investment Solutions Service and Delivery

Specialisations
  • Wealth Management
  • Risk Management
  • Strategic Financial Planning
  • Portfolio Management
  • Managed Funds
  • Investments
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Patrick has over 25 years’ experience at a senior leadership level in financial services, covering all aspects of the industry including investments, operations, superannuation and managed accounts.

In his role as Head of Investment Services, Patrick is responsible for the Investment Solutions Consultants who assist advisers in the creation of an investment philosophy, client segmentation, investment solutions identification and accessing efficient administration structures. Patrick is also responsible for the Operations Teams who manage relationships with our partners as well as ensuring we fulfil our obligations as an investment manager and responsible entity.

Before joining Centrepoint Patrick was Chief Operating Officer at Fiducian Group managing all aspects of the platform offering, and has spent time as a superannuation consultant as well as managing teams at Tyndall Life and Rothschild Australia Asset management.

Patrick is passionate about the advice industry, and is determined to provide advisers with investment services that help create efficiencies in their businesses as well as provide safe and cost-effective solutions for end clients.