Farrell Platt

Head of Client Experience

Farrell is the Head of Client Experience at MiQ Private Wealth, bringing over 30 years of financial services expertise to the role. His career spans leadership roles across retail banking, sales and marketing, distribution, funds management, and financial advice, building a deep understanding of how to deliver value at every stage of the client journey.

Since joining MiQ in 2023, he has led the evolution of the firm’s client experience strategy. His work shapes how the MiQ brand is perceived and felt—through marketing, communications, client acquisition, and lifecycle engagement. From first interaction to long-term partnership, every client touchpoint reflects MiQ’s commitment to ethical advice, trusted relationships, and tailored financial outcomes.

For him, creating a standout client experience isn’t just operational—it’s personal. He sees every interaction as an opportunity to build confidence, reinforce trust, and make a meaningful difference in the financial lives of clients.

Outside of work, he enjoys spending time with his family and discovering new travel destinations.

Client Testimonial

MiQ are professional and caring in every aspect. We have been with them from the beginning. How fortunate have we been? They have opened up a whole new world for us, where our passion and our dreams have not only been embraced but most importantly, achieved.

Thank you to the entire team for the patience and the ability to bring strength and fantastic advice in the planning of not only our future but the future of our younger generations in our family.” 

Kathy Harm

Client since 2016

How I Can Help You

Holistic Advice

Consolidate your financial position by improving your cash flow and building an investment portfolio.

Investment Advice

Grow your wealth through tailored investment advice and an asset-agnostic approach.

Retirement Planning

Plan for your ideal post-work lifestyle – and explore pathways to early retirement.

Book an Initial Consultation

Building a financially secure future starts with finding the right adviser. 

Book an initial consultation with me to find out more about how I can help you. 

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