Patrick Duffy

Patrick has a long history of working within the financial sector, early in his career working with renowned institutions, including Price Waterhouse Coopers and JP Morgan.  In 2008 he made a career change to Financial Planning and, returning to Orange, joined YBM Financial Services in 2021.

Patrick has a Master of Commerce (Financial Planning), a Bachelor of Business, a Diploma in Financial Planning and Diploma in Finance and Mortgage Broking Management.  An Orange local, when outside work enjoys spending time on family farms in Borenore with his wife and three children.  A sports enthusiast, Patrick thinks he may one day come out of retirement to play cricket again for his local junior side, CYMS.

Patrick’s areas of expertise:

• Superannuation and SMSFs
• Retirement Planning
• Wealth Creation
• Insurance management
• Aged Care transition