James Paterson

James Paterson CFP® has worked in the financial services industry for more than 25 years and has extensive experience providing strategic financial advice.

He prides himself on working closely with his clients to understand their unique needs and objectives, drawing upon his strong technical background to build comprehensive wealth management strategies.

With an intricate knowledge of superannuation, retirement planning, wealth accumulation and personal risk protection, James helps clients to examine the full context of their financial situation. Working together with his clients, he helps build the framework for financial success now and for years to come.

James holds a Bachelor of Business Degree in Financial Planning from RMIT University and is a Certified Financial Planner® via Deakin University.  He has also lectured in the Advanced Diploma of Financial Planning at Holmesglen Institute in Melbourne. James is a member of the Financial Advice Association Australia (FAAA).

• Bachelor of Business (Financial Planning), RMIT University

• Certified Financial Planner (CFP®), Financial Planning Association of Australia
• Self-Managed Superannuation Funds (SMSF) Accreditation, Kaplan Professional
• Margin Lending Accreditation Program, Stockbrokers Association of Australia
• Series 7 Investment Accreditation, Morgan Stanley

• Asset allocation
• Financial advice
• Financial planning
• Investment strategies
• Retirement planning
• Superannuation & SMSF