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.
Robert is a good communicator and has assisted me well over the years in preparation for retirement.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2000
- Years of experience 23
- Bachelor of Engineering
Paterson Retirement PlanningLevel 5, 171 Collins St
Melbourne, VIC 3000
- 8:30am – 4:30pm Monday – Friday
Fortnum Private Wealth Ltd