James Patterson
Financial Adviser
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About
James Patterson is an ASIC-registered financial adviser based in Brighton, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. James holds a Diploma of Financial Services (Financial Planning) from Tribeca (2005) and is committed to ongoing professional development, currently undertaking studies in Commercial Law and Tax for Financial Advising with Kaplan Professional (2025). James is authorised to provide advice on a range of financial products, ensuring clients receive guidance that aligns with their specific needs and circumstances. His expertise covers superannuation, insurance including Investment Life Insurance and Life Risk Insurance, giving you peace of mind and a clear path to financial security. Key services provided by James include: • Superannuation advice • Insurance solutions • Investment Life Insurance • Life Risk Insurance Ready to take control of your financial future? Contact James today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of insurance advice does James Patterson provide?
James Patterson specialises in providing advice on both Investment Life Insurance and Life Risk Insurance, helping clients protect themselves and their loved ones from unforeseen circumstances.
What are James Patterson's qualifications?
James holds a Diploma of Financial Services (Financial Planning) from Tribeca (2005) and is currently undertaking studies in Commercial Law and Tax for Financial Advising with Kaplan Professional (2025).
What is the process of working with James Patterson?
The process begins with an initial consultation to understand your financial goals and current situation. James will then develop a tailored financial plan, implement the plan, and provide ongoing support and reviews to ensure your plan remains aligned with your evolving needs.
Can James Patterson help me with my superannuation?
Yes, James is authorised to provide superannuation advice. He can assist with selecting the right superannuation fund, consolidating your super accounts, and developing a retirement plan that maximizes your superannuation benefits.
What can I expect from a consultation with James Patterson?
During a consultation with James, you can expect a thorough assessment of your financial situation, a clear explanation of your options, and a personalized plan to help you achieve your financial goals. James is committed to providing transparent and easy-to-understand advice.
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