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Patricia Gregory CFP®

Patricia Gregory CFP®

Table Captain for Inspire WorkshopFinancial Advisor

Trish is a passionate CFP® Financial Adviser, having worked with clients from 18 to 90 years old. With a Masters in Financial Planning, Trish brings her unique life experience into every interaction to truly understand what is important to each and every client. After almost a decade of providing holistic goals-based financial advice, in 2025 Trish pivoted to specialise in providing Insurance-Only advice to serve an ever-growing cohort of uninsured younger Australians. In her spare time, Trish chases after her three children, tends to her edible garden, cares for her chickens and bees and goes on the occasional hike.

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