Welcome to Perspectives of an Australian Swiss Financial Adviser

Hi. My name is Patrick Canion. I’m a financial adviser who specialises in helping business owners and professionals. As an Australian who calls Geneva, Switzerland his home, and regularly returns for business and family reasons to Perth, Western Australia, I have particular expertise in navigating the investment, tax, legal and estate planning aspects of these two beautiful countries.

After building up an award-winning financial advice practice in Australia, in 2018 I culminated a 15-year succession plan and sold to a major financial institution. I considered myself very fortunate to have had a career that involved advising thousands of Australians on how to use their wealth to live the lives they dreamed of.

During this time, I had many great business experiences - I wrote a book, appeared many times in the national press and TV, presented the profession as a director of the Financial Planning Association and had a lot of help along the way.

After my move to Geneva, I was surprised - given their reputation for wealth management - that I struggled to find a financial adviser for me. Frankly, everyone I talked to was interested in the money I had, not the person I was. It was very different to what I was used to.

So I decided to become the adviser I could not find and did the work to become a licensed client adviser in Switzerland. I work with high-income, high-asset families that are based in Switzerland, Australia and beyond. I act in a fiduciary capacity, as my client’s Chief Financial Officer.

Subscribe to get full access to the newsletter and website. Never miss an update.

Stay up-to-date

You won’t have to worry about missing anything. Every new edition of the newsletter goes directly to your inbox.

Join the crew

Be part of a community of people who share your interests.

To find out more about the company that provides the tech for this newsletter, visit Substack.com.