QUALIFICATIONS & MEMBERSHIPS:
Bachelor of Commerce- Financial Planning
Diploma of Accounting
Diploma of Financial Planning
Member of the Financial Planning Association of Australia (FPA)
Authorised representative number:1237903
Credit representative number: 499184
I am an authorised representative of Hillross Financial Services.
I specialise in holistic strategic advice as listed below:
- Saving and planning in taking the first steps towards building financial security including savings plan, tax planning & investment strategies, borrow to invest & insurance
- Wealth creation including accumulation, superannuation, tax planning & investments
- Wealth protection including risk management, insurance, debt management & estate planning
- Retirement planning including wealth preservation, superannuation, investment, Centrelink, aged care & estate planning
For further information, please refer to our Financial Services and Credit Guide.
Should you require advice and services outside my authorisation, I will refer to an appropriate representative within our organisation.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
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Adviser status
Gold
- First year providing advice 2015
- Years of experience 10
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Highest qualification
- Bachelor of Commerce (Financial Planning)
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Language spoken
- English
Wilson Pateras Wealth Management Pty Ltd
Level 1, 678 Victoria StRichmond, VIC 3121

Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Wpfp Group Pty Ltd
AFSL 526282
