Financial Adviser
· BRIGHTON, VIC
James Patterson
No disciplinary history on record with ASIC
BRIGHTON,
VIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000267399
About James Patterson
James Patterson is a financial adviser based in Brighton, Victoria, with 27 years of experience in the financial services industry since 1999. James is currently authorised under Bombora Advice. James holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). James's qualifications include a Diploma of Financial Services (Financial Planning) from Tribeca.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Tribeca
2025
Commercial Law
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional