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.
Level 5, 171 Collins Street, Melbourne VIC 3000
PO Box 39 Flinders Lane,
Melbourne VIC 8009
(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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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
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
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.
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.
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.
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
When can I access my Super?
How much do I need to have a comfortable retirement?
Will I need to sell the family home?
Do I qualify for any concession cards or entitlement?