Independent Expert Reports

An important aspect of the Australian legal system is independent expert reports.  These allow litigants to access the opinions of recognised experts in order to assist the court in reaching an informed judgement.

I have broad experience in writing Expert Witness reports and assisting litigants and regulators in matters relating to the application of Corporations Act and regulatory guidance in the provision of financial advice.  These have involved jurisdictions from the District and Supreme Courts of Western Australia to the Federal Court and the Administrative Appeals Tribunal. More recently, much focus has been on the appropriate application of the Best Interest Duty and S961B of the Corporations Act in the provision of retail financial advice.

JP Media is a leading South Australian full-service communications agency, specialising in providing end-to-end services across digital media and public relations.

Led by Co-founder and Managing Director Patrick Anderson, JP Media is renowned for building a deep understanding of its clients. The team uses this to design and implement strategies to efficiently achieve clients’ business and marketing objectives.

Patrick acts as a Board Adviser and Business Mentor to JP Media.  His expertise has helped JP Media to navigate the challenges of COVID-19, a business restructure, and services review – coming out stronger for it.

Kenwell was founded with the desire to make the world a better place, one family at a time, through helping people to design and achieve their best life.

In conjunction with my then UK partners, I co-founded Kenwell Switzerland as an independent, fee-for-advice practice, focussing on international and wholesale investors and family offices. Through our international connections, we were able to serve the anglosphere from Australia through to the United Kingdom.

My motivation was to create the advice practice that I could not find when I first moved to Geneva.  As such, we planned for the person you are, not just the money you have.

Intiger was created in 2016 to provide modern and efficient tech solutions to Australian financial planning practices, allowing them to transform their service offerings and improve their profitability.

Their vision was simple: to transform the operational aspect of providing quality financial advice to Australians.

In late 2016, Intiger was listed on the Australian Stock Exchange. At this time, Patrick was invited to join the Board as a Non-Executive Director and leant on his experience and understanding of financial planning to help them shape their services. Patrick’s education in corporate governance was also vital in his role as a Non-Executive Director for Intiger. In 2017, Patrick was asked to chair Intiger as it raised further capital and expanded into a second Philippines office.

In December 2020, Intiger completed a $7m capital raise as part of a reverse takeover by Complii Technologies and in combination with his move to Switzerland, Patrick resigned from the Board.