OzFinancial has a dedicated team of professional individuals. Like you, we are driven by a variety of passions. We pride ourselves on the values of our firm and the services we deliver and approach our work with determination, balance and genuine sincerity.

We are pleased to introduce some of the team here at OzFinancial:

Patrick Nelson

Patrick is one of the founding partners of OzFinancial Australia. His passion is to educate and empower self-directed investors, by cutting out the middle men, reducing costs and providing the tools and support people need to be successful. Working closely with the ASX, Patrick writes and delivers educational content, as well as presenting at the ASX roadshows. As the director of OzFinancial, Patrick leads the team in Capital Raising solutions, portfolio management and cutting edge international investments.

Michael Lindner
Senior Program Advisor

As OzFinancial’s Senior Program Advisor, Michael’s role is to ensure the right program is matched to each student’s trading experience and goals, whilst providing them with additional support throughout their learning experience. Working with OzFinancial for several years, Michael also assists with delivering other investment products and opportunities to our Clients. Michael is passionate about seeing students develop their skills and empowering them to make confident market decisions.

David Sellars
Senior Investment Advisor

David updates Clients and investors on current opportunities and investments that allow access to different markets and asset classes, both locally and internationally. With a Masters of Professional Accounting from the Royal Melbourne Institute of Technology, and 3.5 years’ experience at Pitcher Partners, David is an all-rounder with a passion for building strong Client relationships. David enjoys helping Clients explore new investment opportunities available through OzFinancial.

Kylie Cefai
Customer Service and Events

Having gained a Bachelor’s degree in Business, majoring in Events Management, and with over 4 years’ experience in the events industry, Kylie is our events and customer service coordinator. As well as developing strong relationships with new and existing clients, Kylie manages all our education events held throughout the year.

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