Jamie Paterson

What I do best

I’m a very organised, structured and detailed person and enjoy reviewing, investigating and researching strategies to achieve the most effective outcome. This has served me well when helping clients plan for their future while also focusing on their lifestyle choices today. I believe it’s important to focus on what money  can do for you, and not just the money itself.

There is nothing more rewarding than helping clients buy that new house sooner or retire five years before they originally thought they would be financially ready to.

Who I am

When I’m not at work I enjoy reading, travel, and spending time with family and friends. I try to give back to the community as much as I can and am involved in a few different charities, one of which is a micro-finance lending program that lends money to people in developing countries, allowing them to start businesses, build homes or just acquire a loan for a range of different purposes. I’ve certainly learned that a little can go a very long way.

My qualifications

I’ve been in the financial services industry since 1998 and hold the following qualifications and memberships:

  • Advanced Diploma of Financial Planning
  • Registered Tax (Financial) Adviser
  • Certificate IV in Mortgage Broking
  • Certificate IV in Life Insurance (Underwriting Stream)
  • Certified My Prosperity Consultant
  • Justice of the Peace (Qualified)
  • Member of the Association of Financial Advisers (AFA)
  • Member of the Economic Society of Queensland
  • Member of the Institute of Members & Leaders Australia

Jamie Paterson

Advice Development & Operations Manager

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