Pj Patterson

Keystone Financial

Silver
16 Yrs Experience
St Leonards, NSW 2065

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.65
  • Number of reviews 39
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Keystone Financial

Level 2, 619 Pacific Highway
St Leonards, NSW 2065

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Keystone Financial

AFSL 393254

4.65
39 Reviews
5
4
3
2
1
4.60
Clear communication
4.45
Knowledge & expertise
4.85
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 39

Sort by

5.00

"PJ has been our financial advisor for many years now and we are always confident with his advice"

  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Pj has given my wife and I advice in many financial areas including Superannuation and insurances. Pj is a wealth of knowledge and goes out of his way to make sure you understand the products. I would and do recommend PJ to family and friends."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"As new clients, we are excited with this new relationship in regards to investing and cash flow management. PJ is our first ever experience with an financial adviser as we have in the past always made our own decisions. As we are getting older our financial situation needed to change in a new direction and PJ came highly recommended by a relative. Peter and Robin 2756."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"PJ has provided us with comprehensive and well reasoned advice. He is able to answer all of our queries and provided us with a detailed and clear plan. I would not hesitate to recommend him to anyone"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'My husband and I have been working with PJ now for over a year, PJ has helped us with our self managed super fund, property developments and getting our money right. PJ makes everything simple and easy to understand'"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"PJ has provided me with the advice I needed at a time when I needed to make important financial decisions. I truly value this advice and I won't hesitate putting this advice into practice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"PJ is always available in need. His clear and sound understanding of money, investment and taxation matters has helped us in clearing many doubts. We are fully satisfied with his professional advice(s) on variety of topics."

  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"'PJ has given me advice in areas including loan products, self managed super funds and managing debt. PJ was usually able to explain things to me in a clear way. Through PJ's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received PJ's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found PJ most helpful in accessing a loan. PJ has great ideas about which lender to use and was helpful in completing relevant documentation. I had rather difficult loan issues, PJ was wonderful in navigating calmly through all issues, also extremely helpful and patient. I would highly recommend PJ and his staff."

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"PJ has given me advice in areas including loan products, self managed super funds and managing debt. PJ was usually able to explain things to me in a clear way. Through PJ's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received PJ's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 39

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
Creighton University
Completed
1993

Diploma of Financial Services

Level
5 - Diploma
Institution
ThreeSixty
Completed
2008
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Pj's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Pj able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Pj's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Pj to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Pj?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Pj provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Pj may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Pj Patterson
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens