Patrick Daines

Client Administrator

At work

Patrick is the Client Administrator of our Melbourne office. His role is to work alongside our planners to ensure that our tailored financial advice is implemented in a manner that’s as efficient and seamless as possible for our valued clients. He plays a crucial role in helping clients make their dream move to Australia, and particularly loves hearing the relief once they know their hard-earned pennies have settled safely in an Australian Super Fund.

Having previously spent five years in one of Dockland’s busiest restaurants, he wasn’t phased by the fast paced, hard-working culture of bdhSterling. He completed a three-year Bachelor of Economics and Finance course at RMIT University, and was offered a job with us a day before his graduation ceremony. The rest, as they say, is history.

Google Reviews
Tim Phillips
Although I have a financial services background, transferring pension assets from the UK to Australia is specialist work, and needs doing 100% right first time.The BDH guys over-delivered with a lot of knowledge, experience and professionalism, which in turn gave me the peace of mind I needed throughout this process.I have absolutely no hesitation in recommending them. BDH exceeded my own high expectations.
Jojo Baxas
They were so responsive and answered all my (sometimes silly) questions. When the pandemic struck and lockdown ensued, they were business as usual and my payment was issued right in the middle of all of that. I have nothing but positives.
Wendy Stone
A service second to none. Friendly, professional and client focused at all times, and more than willing to go the extra mile to ensure customer satisfaction.
Prash Naik
I would highly recommend bdhSterling for high quality and professional advice. They advised me in the UK and Australia and were invaluable.
Shiranth Fernando
For the last three years, I have used bdhSterling to look after my UK pension while waiting to transfer it to Australia. I have found the investment recommendations and advice to be excellent. Communication is effective and financial transactions are undertaken efficiently. Definitely a five-star company.
Bob Crosby
Been with them since 1999 and am yet to find anyone more knowledgeable and helpful. Returns have always been ahead of market averages at a very reasonable price. Fair and open with great staff.

Spotlight questions

What’s your best tip for anyone moving to Australia?

Don’t listen to anyone who say’s ‘don’t even bother bringing warm clothes’, it can get cold!

What’s the best thing about living in Australia?

It is totally normal to say ‘Gday’ to a stranger on the street.

What gives you the most satisfaction about your work?

Helping clients to achieve things they couldn’t without our specialist help.

What’s the best thing about working for bdhSterling?

The complex administration required to complete a UK Pension Transfer, combined with working in a team as passionate about customer service as I am.