Patrick Canion | Personal CFO

The Cross Border Reality

Fragmented advice creates unnecessary risk for families who live and work across borders

Life is for living — yet high-net-worth Australian and Swiss families often spend years untangling the administrative friction of wealth spread across two jurisdictions.

Most professional advisers stay locked inside domestic borders and product silos. They focus on local superannuation, managed funds or compliance checklists. That leaves the bigger picture — multi-jurisdictional asset protection, tax-efficient structures, financial migration planning between Australia and Switzerland, and coordinating specialist professionals — completely unaddressed.

True security comes from treating your wealth as one unified operation guided by your personal values, family goals and business aspirations. As your Personal CFO I project-manage the structures, the specialists and the strategy so you can focus on what matters most.

Choose How You Engage

Two ways to work with me — tailored to your needs

Financial Advice and Investment Management

For clients seeking professional portfolio implementation, local investment recommendations, superannuation and Pillars optimisation and day-to-day wealth management. This structured path delivers clear execution within Australian & Swiss regulatory frameworks.

✓ Domestic superannuation and investment platforms
✓ Specialist portfolios tailored for expats
✓ Ongoing compliance and portfolio reporting

Work with me via Atlas Wealth →

Private Engagement

Patrick Canion Independent Adviser

International Personal CFO

For individuals, families and business owners seeking bespoke cross-border strategic advice, asset protection, financial migration planning between Australia and Switzerland, and coordinated specialist support.

✓ Multi-jurisdictional asset protection and structures
✓ Australia–Switzerland financial migration and tax-efficient planning
✓ Project management of specialist professionals

Apply for Private Strategic Consultation →

Credentials

Trusted guidance across complex international structures

Cross-Border Asset Protection

Safeguarding family wealth across Australia and Switzerland

I guided several high-net-worth business owners through restructuring personal and corporate assets across both jurisdictions — delivering robust protection against sovereign risk while honouring family values and long-term lifestyle goals.

Migration & Strategic Planning

Seamless Australia–Switzerland transitions

I project-managed the complete suite of specialist advice and structural changes for families relocating between Australia and Switzerland, creating tax-efficient, fully compliant outcomes that let them focus on living their next chapter.

Self-Assessment Tool

Wealth Sovereignty Checklist

A private, reflective framework to identify policy risks, discretionary trust tax shifts, and cross-border compliance gaps — no email required.

Download the Checklist (PDF) →

Why Patrick Canion?

Deep roots and trusted networks across Australia and Switzerland

Australian Swiss Chamber of Commerce

Director and Chapter Chair, Geneva

Connecting Australian families and business leaders with the Swiss networks they need for cross-border wealth and family business interests.

AFL Switzerland

Ambassador

I'm proud to support and promote AFL in Switzerland, for both the sport itself and the ties it builds between our two communities.

Living and Working in Switzerland

Since 2018

Coming to Geneva, after a successful advice career in Australia, taught me practical, on-the-ground knowledge of the cross-border challenges faced by people with business and family interests in both jurisdictions.

Qualifications and Experience

My Professional Framework and Governance Qualifications include:

Certified Financial Planner

Globally recognised designation demonstrating the highest standards of strategic wealth advice, ethics and fiduciary responsibility.

Master of Applied Finance & Investment

Advanced qualification specialising in corporate finance, capital structuring and cross-border risk management.

Corporate Governance Expertise

Extensive board-level experience across public and private entities including ASX listed companies, focused on strategic oversight and risk frameworks.

For regular insights on cross-border wealth, asset protection, and migration, read my publication:
Perspectives of an Australian-Swiss Financial Adviser →

What Others Say

“Patrick is an excellent communicator. His extremely high ethical standards are very obvious to all.”

Paul Clitheroe AM, Chairman, Australian Government Financial Literacy Board

“His honesty and transparency was exemplary.”

His Excellency Dr Ken Michael AC, former Governor of Western Australia

“I am happy to attest to his character as a businessman. His passion for his clients' well-being makes him an excellent representative.”

Noel Whittaker AM, Media Commentator and Author

Fully licensed and regulated in both Australia (AFS Representative No. 000250939) and Switzerland (ARIF Client Adviser Register No. 13479).

Plan for the person you are,
not just the money you have