Edward Paterson
Financial Adviser
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About
Edward Paterson is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping individuals and families achieve their financial goals. With over two decades of experience in the financial services industry, Edward brings a wealth of knowledge and a commitment to providing tailored advice that meets each client's unique needs. Edward holds a Bachelor of Economics from La Trobe University (1998), a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia (2002), a Foundation DFP (Diploma of Financial Planning) from the FPA (2003), an Accredited Listed Product Adviser Program from Kaplan (2018), and completed FPC002B with Kaplan Higher Education in 2020. This comprehensive education ensures he is well-equipped to provide informed and strategic financial guidance. Authorised to provide advice on a range of financial products, Edward specialises in superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Edward is passionate about empowering his clients to make confident financial decisions. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Let Edward Paterson help you navigate the complexities of the financial landscape and build a secure future. Contact us today to schedule a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What services does Edward Paterson offer?
Edward Paterson specialises in superannuation advice, insurance, wealth management, and retirement planning. He also provides advice on investment products, ensuring comprehensive financial solutions tailored to your needs.
What qualifications does Edward Paterson have?
Edward holds a Bachelor of Economics, a Graduate Diploma in Applied Finance and Investment, a Diploma of Financial Planning, and has completed advanced training in listed products and financial planning competencies.
What can I expect during a consultation with Edward Paterson?
During your consultation, Edward will take the time to understand your financial situation, goals, and risk tolerance. He will then develop a personalised financial plan designed to help you achieve your objectives.
How does Edward Paterson stay updated with the latest financial regulations?
Edward is committed to ongoing professional development and regularly participates in industry training to ensure he remains current with the latest financial regulations and best practices.
Is Edward Paterson an ASIC-registered financial advisor?
Yes, Edward Paterson is an ASIC-registered financial adviser, meaning he is authorised to provide financial advice in Australia and adheres to strict regulatory standards.
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