Aidan Patterson
Financial Adviser
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About
Aidan Patterson is an ASIC-registered financial adviser based in Geelong, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Aidan holds a Bachelor of Commerce with Distinction (Financial Planning & Finance) from Deakin University (2019) and completed Ethics & Professional Relationship training at QUT (2020). Aidan is authorized to provide advice on a range of financial products, ensuring clients receive well-rounded support in key areas of their financial lives. This includes guidance on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. Key services offered include: • Superannuation advice to optimize retirement savings • Insurance solutions to protect against unforeseen events • Comprehensive wealth management strategies to grow and preserve assets • Investment advice tailored to individual risk profiles and goals • Advice on Life Risk Insurance With a commitment to ethical practice and a client-focused approach, Aidan is passionate about empowering individuals and families to make informed financial decisions. Contact Aidan today to discuss your financial needs and start building a secure future.
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Frequently Asked Questions
What types of financial advice does Aidan Patterson provide?
Aidan Patterson is authorized to provide advice on superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He can help you create a tailored financial plan to achieve your specific goals.
What are Aidan Patterson's qualifications?
Aidan holds a Bachelor of Commerce with Distinction (Financial Planning & Finance) from Deakin University and has completed Ethics & Professional Relationship training at QUT. This ensures he has a strong foundation in financial planning principles and ethical conduct.
What can I expect during my first consultation with Aidan?
During your first consultation, Aidan will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you achieve your objectives and outline the next steps.
Does Aidan Patterson offer advice on superannuation?
Yes, Aidan provides comprehensive superannuation advice to help you optimize your retirement savings. This includes advice on contribution strategies, investment options, and consolidation.
How does Aidan Patterson tailor financial advice to individual client needs?
Aidan believes in a personalized approach to financial planning. He takes the time to understand each client's unique circumstances, goals, and risk tolerance to develop a customized strategy that meets their specific needs.
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