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Adviser Profile

Patrick Canion

IPAC Western Australia

Patrick has particular expertise in communicating complex topics in easy-to-understand language. He is deeply familiar with the issues clients face to build, protect and grow their wealth. As a company director, he has experience as a Chair in private companies, philanthropic foundations and member associations. He is regularly called upon by the media as a respected authority on financial matters, he also has experience as an Expert Witness.

Specialties

  • Superannuation
  • Retirement Planning
  • Self-Managed Super Funds
  • Non-super Investments
  • Wealth Creation
  • Direct Equities
  • Aged Care Advice
  • Centrelink Advice
  • Personal Insurance
  • Business Insurance
  • Debt Management
  • Estate Planning
  • Overseas Pensions

Indicative fee

Advice is provided on a fee for service basis depending on the complexity of the advice required. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

55 Salvado Road, Subiaco, 6005

Office hours

Monday to Friday: 8:30am - 5pm.



Patrick Canion is a representative of Charter Financial Planning AFSL No. 234 665 ABN 35 002 976 294 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.