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
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
- 
							Adviser status
							
								Silver
							
							
 - Rating
 - Number of reviews 65
 - First year providing advice 2000
 - Years of experience 25
 - 
						
							Highest qualification
							
- Bachelor of Engineering
 
 - 
							
								Language spoken
							
							
- English
 
 
Paterson Retirement Planning
Level 2, 350 Collins StMelbourne, VIC 3000
								Opening hours
- 8:30am – 4:30pm Monday – Friday
 
Licensed by
Fortnum Private Wealth Ltd
AFSL 357306