I commenced working as a financial adviser in 2001, and with over twenty years of experience in business and financial planning practice, I have built an in-depth knowledge to provide strategic retirement planning advice.
In addition, a detailed knowledge of public sector superannuation provides the basis for a strong understanding of the retirement and financial planning issues faced by teachers and public sector employees in particular.
I have a sound comprehension in the areas of superannuation, Centrelink and aged care, and ardently believe that everyone can benefit from sound, strategic financial advice. It is very rewarding to remove the financial complexity in people’s lives and to enable clients to meet their lifestyle goals.
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 1
- First year providing advice 2000
- Years of experience 24
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Highest qualification
- Bachelor of Engineering
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Language spoken
- English
Paterson Retirement Planning
Level 5, 171 Collins StMelbourne, VIC 3000
![Paterson Retirement Planning logo](https://resources.adviserratings.com.au/practices/paterson-retirement-planning-18013195.png)
Opening hours
- 8:30am – 4:30pm Monday – Friday
Licensed by
Fortnum Private Wealth Ltd
AFSL 357306
![Fortnum Private Wealth Ltd logo](https://resources.adviserratings.com.au/licensees/fortnum-private-wealth-ltd-357306.png)