Ed Paterson
Paterson Retirement Planning
Recent reviews
Paterson Retirement Planning
Level 5, 171 Collins StMelbourne, VIC 3000
At a glance
-
Adviser status
Platinum
- Rating
- 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
Sort by
Poppy, 56 - 65 years, Tootgarook, VIC
"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
Gary, 65+ years, Eltham, VIC
"Great Advice, highly recommend"
- Government Assistance
- Superannuation
- Retirement & Pension
- Redundancy
- Aged Care
- Cashflow & Income
- Complex Investments
- Socially Responsible
- Tax Strategies
- Growing Assets
- Wills & Estates
Fiona, 56 - 65 years, Lake Gardens, VIC
"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
Damian, 56 - 65 years, Red Cliffs, VIC
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
- Opinion
- Services
- Comment
- Questions
- Details
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