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Paterson Retirement Planning opened its doors in 2020 under the direction of Senior Financial Adviser Edward Paterson.  Ed is passionate about the provision of tailored advice and taking the complexity out of making financial decisions.

Paterson Retirement Planning provides advice on Superannuation, Retirement Planning, Aged Care and Centrelink. Although we provide retirement advice to all, we specialise in teachers and public sector employees.  

Our office is conveniently located in Collins Street, a short walk from Flinders Street Station.

 

Office Location:
Level 5, 171 Collins Street, Melbourne VIC 3000


Postal address:
PO Box 39 Flinders Lane,
Melbourne VIC 8009


info@plantoretire.com.au

(03) 9630 0991

 

Paterson Retirement Planning  Pty Ltd and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd

ABN 54 139 889 535   AFSL357306  www.fortnum.com.au

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Ed Paterson 

Director & Financial Adviser

Ed has a detailed knowledge of the retirement and financial issues faced by all employees and in particular, by those in the public sector.  Ed is a director of the ASCA Charitable trust and the principal and founder of Paterson Retirement Planning. He comes from a large and close family and with four children, enjoys an active family life.

Ed Paterson is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306

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Rob Jowett

Financial Adviser

Rob has 20 years experience in  Financial Planning and a detailed knowledge of public sector superannuation. Rob ardently believes that everyone can benefit from sound, strategic financial advice and finds reward in removing the financial complexity in peoples lives to enable clients to meet their lifestyle goals.

Robert Jowett is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 535 AFSL 357306

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OUR SERVICES

Marnie Roberts

Operations Manager

Marnie has over 18 years experience in running small to medium size businesses.  She is an essential part of the team overseeing the day to day running of the business and most importantly managing the client experience. 

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Alexandra Pepprell

Customer Service Officer

Alexandra was recently recruited from the education sector. As an Expert Teacher,  across 30 years in the department of education, Alexandra has a wealth of experience and inside industry knowledge. She loves spending time with her family of two sons and her husband Michael, who is a School Principal.

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Nick Bauranov

Senior Paraplanner

Nick began his Paraplanning career 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.

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Ben Girvan

Data Administrator

Ben started his career in data entry with Zoos Victoria. He has a Certificate II in Animal Studies and a Diploma in Accountancy. Animals and numbers are his passion

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Superannuation

When can I access my Super?

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Retirement Planning

How much do I need to have a comfortable retirement?

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Aged Care

Will I need to sell the family home?

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Centrelink

Do I qualify for any concession cards or entitlement?

CONTACT US

Call us to make an appointment on: (03) 9630 0991

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 PO Box 39 Flinders Lane,
Melbourne VIC 8009