Paterson Retirement Planning 171 Collins Street, Melbourne, Victoria 3000

Welcome to Paterson Retirement Planning, located at 171 Collins Street in Melbourne, Australia. We are an establishment that specializes in finance and is considered a point of interest for those seeking retirement advice. Our mission is to simplify the financial complexities of retirement so that you can focus on what truly matters in life.

While we provide retirement advice to individuals from all walks of life, we have a deep understanding of the unique opportunities and financial challenges faced by those in the education and broader public sectors. We believe in partnering with our clients to provide objective, unbiased, and strategic retirement advice. Together, we will create a personalized financial plan and guide you on the journey to achieving 'your retirement, your way.'

At Paterson Retirement Planning, we are proud to be Authorised Representatives of Fortnum Private Wealth Ltd. This partnership allows us to offer our clients the highest level of expertise and professionalism. Fortnum Private Wealth Ltd is a reputable and trusted financial institution with an Australian Financial Services License (AFSL) number 357306.

If you're wondering how much you need to have a comfortable retirement or if you qualify for any concession cards or entitlements, our team of knowledgeable advisors is here to assist you. Our director, Ed Paterson, has a detailed understanding of retirement and financial issues faced by all employees, particularly those in the public sector. Ed is also a director of the ASCA Charitable Trust and the principal and founder of Paterson Retirement Planning. With a strong family background and four children of his own, Ed values an active family life.

Rob, another member of our team, brings over two decades of experience in financial planning and a deep knowledge of public sector superannuation. He firmly believes that everyone can benefit from sound and strategic financial advice, and he finds fulfillment in simplifying the financial complexities in people's lives to help them achieve their lifestyle goals.

Marnie, our experienced business manager, oversees the day-to-day operations of our institution and ensures that our clients receive the best possible experience. Her expertise in running small to medium-sized businesses is invaluable to our team.

We are also proud to have Alexandra on board, who recently joined us from the education sector. With 30 years of experience as an Expert Teacher, Alexandra brings a wealth of industry knowledge and experience to our team. She enjoys spending quality time with her family, including her two sons and her husband, who is a School Principal.

Michelle, a member of our team since 2017, has quickly built strong relationships with our clients through her attention to detail and warm personality. She leads an active family life and is kept busy by her two-year-old son, Ariel.

Lachlan, our aspiring team member, is currently a year 12 student studying business and mathematics. He plans to pursue tertiary studies in Economics and Commerce before entering the finance industry. In his spare time, Lachlan enjoys playing basketball and flying light aircraft.

Nick, our experienced Paraplanner, joined our team in 2015. He holds a Bachelor of Business, Masters of Applied Finance, and a Diploma of Financial Planning. Nick has a passion for marine life, enjoys snowboarding, and loves to travel.

Alysha, who began her career in finance in 2007, is another valuable member of our team. She holds a Bachelor of Science/Arts and a Diploma of Financial Planning. In her spare time, Alysha enjoys spending time at the beach and has a passion for cooking and traveling the world.

Our office is conveniently located on Level 5 of 171 Collins Street in Melbourne, Victoria. For any postal correspondence, please use our PO Box 39 Flinders Lane, Melbourne VIC 8009. We look forward to helping you navigate the complexities of retirement and achieve your financial goals.