27 - Online Asset management with Pat from Six Park

27 - Online Asset management with Pat from Six Park

On board today is Pat Garrett, co founder and CEO of Six Park online asset management. Pat is a financial advisor and member of the FPA, as well asgraduate of the Australian Institute of Company Directors. He has worked as a Board member, CEO, CFO, senior level corporate advisor and a private equity investor. Pat has over 30 years experience in the financial industry - having worked for JP morgan in New York and San Fransisco before moving to Melbourne where he worked as managing director for private investment firm Georgica Associates. In 2014 he co founded Six Park with Brian Watson (AO) who himself also worked at JP Morgan (as the Chairman of JP Morgan Australia).

Pat is a serious investor, but outside of finance he loves Surfing, Barbecuing and spending time at home with the family and his dog Charlie. I've been in touch with Pat for some time now, and he has always had time to chat with me and answer any questions or concerns I have had - not just about my Six Park investment balance and whether I am in the right fund, but also about investing, mindset and life in general. He's even taught me a few new recipes he learned in lockdown!


Update - in July 2023 SixPark announced it would be closing down operations, and are not taking on any new clients. Existing clients were able to withdraw or transfer their investments to other roboadvisors.


Jaksot(66)

68 - Catching up to FI Takeover - FI Freedom Retreat Bali

68 - Catching up to FI Takeover - FI Freedom Retreat Bali

For Episode 68 of the Captain FI Podcast we are changing things up a bit and hosting a podcast Takeover! I co-host a LIVE episode of the Catching up to FI podcast with Jackie Cumings Koski, recorded d...

24 Joulu 20251h 5min

67 - Michael Quan - Financially Alert

67 - Michael Quan - Financially Alert

On board today is Michael Quan, author of the book The FirePlanner, and the man behind the popular Financially Alert blog and the Breakthrough Millionaire Podcast. Michael reached FIRE in his early th...

14 Tammi 20241h 10min

66 - Liz - Meet The Frugalwoods

66 - Liz - Meet The Frugalwoods

Today, I have the absolute pleasure to be chatting toLiz from her awesome blog and amazing book that she wrote, Meet the Frugal Woods! Anyone who's been on the Captain FI blog knows that I'm a big fan...

31 Joulu 20231h 18min

65 - Phil Muscatello - Shares for Beginners

65 - Phil Muscatello - Shares for Beginners

On board today is Phil Muscatello, the host and producer of theawesome podcasts, Shares for Beginners, Stocks for Beginners, ETFs for Beginners and Talking Companies.Phil is not from a finance backgro...

17 Joulu 20231h 10min

64 - Kristy Shen and Bryce Leung - Millennial Revolution

64 - Kristy Shen and Bryce Leung - Millennial Revolution

On board today is Kristy Shen and Bryce Leung from Canada, alsoknown from their popular blog, Millennial Revolution. Here's a quote from our guests, 'Money is the most important thing in the world'. M...

3 Joulu 20231h 45min

63 - Louise Howard - The Executive

63 - Louise Howard - The Executive

On board today is Louise Howard, a Sydney-based executive who I met through the FIRE community. Louise is an incredibly talented, dedicated and successful person who has held executive roles in infras...

19 Marras 20231h 19min

62 - Dev Raga - Personal Finance Doctor

62 - Dev Raga - Personal Finance Doctor

On board today is Dev Raga, a practicing clinician from Melbourne with a passion for personalfinance. Dev is a fellow podcaster and currently hosts the MyMillennial Money Professional Podcast, which i...

5 Marras 20231h 30min

61 - Making Sense of Cents - Michelle

61 - Making Sense of Cents - Michelle

On board today is Michelle from Making Sense of Cents. Michellereached financial independence through her online businesses and has enjoyed living a variety of interesting lifestyles post FI, includin...

22 Loka 20231h 6min

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