I have been working as a financial adviser since 2013, and have significant experience in the areas of superannuation, SMSF’s, personal risk insurance and estate planning.
I am passionate about financial planning, and assisting my clients to meet their financial objectives.
I have a Bachelors degree in Applied Science, as well as Graduate Diplomas in both Applied Finance and Financial Planning. I have also completed the FASEA exam and those education requirements.
In my spare time (although with two young daughters, that's not all that often!) I enjoy playing squash, golf, and attending the occasional North Melbourne football match.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 2
- First year providing advice 2013
- Years of experience 11
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Wilson Pateras Wealth Management Pty Ltd
Level 1, 678 Victoria StRichmond, VIC 3121
![Wilson Pateras Wealth Management Pty Ltd logo](https://resources.adviserratings.com.au/practices/wilson-pateras-wealth-management-pty-ltd-18008597.jpg)
Licensed by
Wpfp Group Pty Ltd
AFSL 526282
![Wpfp Group Pty Ltd logo](https://resources.adviserratings.com.au/licensees/wpfp-group-pty-ltd-526282.png)