Patrick Gartland
Financial Adviser,
Senior Vice President
Direct:
(03) 9188 2043(03) 9188 2043
My Mission Statement
Experience, intellectual capital and a dedicated personal service to protect your wealth.
My Story and Services
Over my career, I’ve had the privilege of working for some of the world’s most respected financial organisations in Australia and the United Kingdom. My extensive experience in global asset allocation, and risk management allows me to strategically construct global portfolios to each client’s personal objectives.
At Morgan Stanley, I take great pride in supporting my clients take full advantage of the global reach and expertise of one of the world’s largest private wealth managers. Morgan Stanley’s international and domestic capabilities also enable you as my client to access highly sought-after investment opportunities across private investments, IPOs and fixed income markets that are exclusive to Morgan Stanley.
High functioning relationships are driven by simplicity and clarity. Even the most complex of relationships are driven by clear, straight forward thinking and execution. This is a key aspect of how I run my client relationships.
At Morgan Stanley, I take great pride in supporting my clients take full advantage of the global reach and expertise of one of the world’s largest private wealth managers. Morgan Stanley’s international and domestic capabilities also enable you as my client to access highly sought-after investment opportunities across private investments, IPOs and fixed income markets that are exclusive to Morgan Stanley.
High functioning relationships are driven by simplicity and clarity. Even the most complex of relationships are driven by clear, straight forward thinking and execution. This is a key aspect of how I run my client relationships.
Services Include
- Wealth Transfer and Estate Planning
- High Net Worth Investing
- Portfolio Management
- International Investing
- Pre-Liquidity Event
- Socially and Environmentally Responsible Investing
- Advice for Not-for-Profit Organisations
Regrettably, we are aware that Morgan Stanley financial advisers have been impersonated in attempts to deceive consumers and promote fraudulent investment schemes. If you have any concerns regarding a communication you have received, please contact Morgan Stanley.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
You can confirm the qualifications of our financial advisers at ASIC's financial advisers register.
I work with my clients to provide them with a clear financial strategy. Having been a relationship manager across multiple markets, I have the capability to navigate my clients through the most complex of situations. I draw on my international and diverse experience to construct tailored investment strategies which are designed to deliver the right financial outcomes for my clients.
To achieve the right balance between capital growth and capital protection, I focus on establishing a complete understanding of my clients’ personal and financial circumstances through a structured advisory process – an understanding that can only be discovered through personal relationship built on trust and transparency.
To achieve the right balance between capital growth and capital protection, I focus on establishing a complete understanding of my clients’ personal and financial circumstances through a structured advisory process – an understanding that can only be discovered through personal relationship built on trust and transparency.
I hold a Bachelor of Arts (Public Policy) from Deakin University, IMC [Investment Management Certificate] from CFA Institute London, a Graduate Diploma in Financial Planning and is a CISI Charter Holder (Chartered Institute of Securities and Investments).
My clients are High Net Worth Individuals and Families.
They have acquired their wealth through building successful private businesses. My clients have usually had a significant liquidity event through the sale of the family business or have reached out for Investment support with managing their ongoing acquired wealth. I also have extensive experience in managing Not for Profit clients and Private Ancillary Funds (PAF’s) for philanthropic purposes.
They have acquired their wealth through building successful private businesses. My clients have usually had a significant liquidity event through the sale of the family business or have reached out for Investment support with managing their ongoing acquired wealth. I also have extensive experience in managing Not for Profit clients and Private Ancillary Funds (PAF’s) for philanthropic purposes.
Client Service Team
Bridget Tenace - Client Service Associate
Phone:
(03) 9188 2096(03) 9188 2096
Email:Bridget.Tenace@morganstanley.com
Martine Edmunds - Senior Registered Client Service Associate
Phone:
(03) 9188 2188(03) 9188 2188
Email:Martine.Edmunds@morganstanley.com
Location
101 Collins Street
Level 43
Melbourne, VIC 3000
AU
Direct:
(03) 9188 2043(03) 9188 2043
Wealth Management
Global Investment Office
Portfolio Insights
Wealth Transfer and Estate Planning
Estate planning can help you preserve your assets and unlock opportunities for charitable pursuits.
- Trusts and other investment structures
- Insurance
- Family dynamics
- Philanthropy
The One Conversation You Should Be Having
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High Net Worth Investing
Helping you manage the unique challenges associated with significant wealth so you can enjoy the rewards of your hard work.
- Investment structures
- Risk management
- Philanthropy
A New Paradigm for Family Wealth Planning
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Portfolio Management
Building portfolios on robust statistical analysis and quality research
- Asset allocation
- Investment selection
- Detailed performance reporting and portfolio review
Golden Rules for Every Investor
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International Investing
Helping you achieve the right balance of risk and return through a carefully constructed global portfolio
- Diversification through strategic asset allocation
- Direct assets versus managed investments
- Managed funds, exchange traded funds (ETFs) and separately managed accounts (SMAs)
Reducing Risk Through International Investing
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Pre-liquidity Event
Optimising your exit strategy through proper planning
- Tax implications
- Investment strategy
- Estate planning
- Philanthropy
Preparing for a Liquidity Event
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Ready to start a conversation? Contact Patrick Gartland today.
All material on this website has been prepared by one or all of Morgan Stanley Australia Limited (ABN 67 003 734 576, AFSL 233742), Morgan Stanley Australia Securities Limited (ABN 55 078 652 276, AFSL 233741), a participant of the ASX Group and Chi-X Australia, Morgan Stanley Investment Management (Australia) Pty Limited (ABN 22 122 040 037, AFSL 314182) and/or Morgan Stanley Wealth Management Australia Pty Ltd. (ABN 19 009 145 555, AFSL 240813), a participant of the ASX Group (collectively “Morgan Stanley”), for informational purposes only and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Unless otherwise stated, the material was not prepared by the Morgan Stanley Research Department and is not a research report as defined under ASIC guidance.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.
The material on this website contains factual information only and is not intended to reflect any recommendations or financial advice, nor is it an offer or solicitation in relation to any particular financial product. To the extent this document does contain any general advice, it has been prepared without taking into account your objectives, financial situation or needs, and because of this, you should, before acting on it, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs, and if the advice relates to the acquisition of a particular financial product for which an offer document (such as a prospectus or product disclosure document) is available, you should obtain the offer document relating to the particular product and consider it before making any decision whether to acquire the product.
Before entering into any transaction, you should ensure that you fully understand the terms of the transaction, relevant risk factors, the nature and extent of your risk of loss, as well as the legal, tax, and accounting consequences of the transaction. You should also carefully evaluate whether the transaction is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances and whether you have the operational resources in place to monitor the associated risks and obligations over the term of the transaction. We recommend that you obtain financial as well as tax advice based on your own individual circumstances before making an investment decision.
Information contained in the material is based on data from multiple sources and Morgan Stanley makes no representation as to the accuracy or completeness of data from sources outside of Morgan Stanley. References to third parties contained herein should not be considered a solicitation on behalf of or an endorsement of those entities by Morgan Stanley. The opinions expressed by the author of an article written by a third party are solely his/her own and do not necessarily reflect those of Morgan Stanley. The information and data provided by any third party web site or publication is as of the date of the article when it was written and is subject to change without notice.