Simon Paterson
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Simon Paterson is an ASIC-registered financial adviser based in Birtinya, Queensland, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built upon a Diploma and Advanced Diploma of Financial Services from AMP Limited, Simon further solidified his expertise by becoming a Certified Financial Planner through the Financial Planning Association of Australia (FPA) in 2010. His commitment to ongoing learning is demonstrated by completing an SMSF course at the University of Adelaide and a Graduate Diploma of Financial Planning from Kaplan Higher Education. Simon is authorised to provide advice on a wide range of financial products, ensuring his clients receive holistic guidance. His expertise includes superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice to optimise your retirement savings. • Comprehensive insurance solutions to protect your assets and family. • Strategic wealth management to grow your investments. • Tailored retirement planning to secure your future. Ready to take control of your financial future? Contact Simon Paterson today for a consultation and let's build a plan together.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Simon Paterson offer?
Simon Paterson specialises in superannuation advice, insurance, wealth management, and retirement planning. He is authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Simon Paterson have?
Simon holds a Diploma and Advanced Diploma of Financial Services (Financial Planning) from AMP Limited, is a Certified Financial Planner (FPA), has completed an SMSF course at the University of Adelaide, and holds a Graduate Diploma of Financial Planning from Kaplan Higher Education.
What is the process of working with Simon Paterson?
The process typically begins with an initial consultation to understand your financial goals and current situation. Simon will then develop a tailored financial plan based on your needs and objectives, followed by regular reviews to ensure your plan remains aligned with your evolving circumstances.
How can retirement planning with Simon Paterson benefit me?
Simon can help you create a personalised retirement plan that considers your desired lifestyle, risk tolerance, and investment preferences. He will provide guidance on optimising your superannuation, managing your investments, and ensuring a comfortable and secure retirement.
Is Simon Paterson an ASIC-registered financial advisor?
Yes, Simon Paterson is an ASIC-registered financial advisor, ensuring he meets the regulatory requirements and ethical standards set by the Australian Securities and Investments Commission.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.