Ed Paterson

Paterson Retirement Planning

Platinum
20 Yrs Experience
Melbourne, VIC 3000

Recent reviews

Paterson Retirement Planning

Level 5, 171 Collins St
Melbourne, VIC 3000

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 4
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.95
4 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—4 of 4

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5.00

"Ed Paterson has been my adviser when I decided my retirement date. He has advised me in all areas related to retirement, superannuation and self funded retirement. His explanations are always clear. Ed's advice, knowledge and experience has given me peace of mind and the retirement I wanted. I have always received Ed's quick, full care and attention when I needed it."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great Advice, highly recommend"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ed provides outstanding services for his clients and genuinely represents their best interests. He has assisted me with retirement planning and subsequently, managing my superannuation investments. Ed is highly skilled at explaining complex financial scenarios and options to best meet a client's needs over the long term. He steered me through the lead up to retirement, helping me achieve long term financial goals and semi retirement at 55. Though I do still undertake some casual work, these days, I work and travel, on my own terms. Utterly liberating! I have seen my superannuation grow under Ed's steerage. I recommend Ed Patterson's financial advice and services unreservedly!"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2002

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
1998

Foundation Diploma of Financial Planning

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Tax Practitioners Board (TPB)

Membership type
Member
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