Edward Paterson

B Ec, G Dip App Fin (SIA), Fdn DFP

ADVISER

QUALIFICATION & EXPERIENCE

Ed worked for many years as a business analyst in both small business and in the corporate sector before joining Retire Invest in 2002. He is currently a senior member of Retirement Victoria’s specialist financial planning team.

Ed holds a Bachelor of Economics degree, a Graduate Diploma of Applied Finance and Investments and a Foundation Diploma in Financial Planning. His background in business and in financial planning in company with his experience in practice provides the basis for his detailed knowledge of public sector superannuation and a strong understanding of the retirement and financial issues faced by all employees and by teachers and public sector employees in particular.

Ed comes from a large and close family. He enjoys an active family life also with his wife Marie and four children. On weekends, Ed can often be found courtside at the basketball or walking the boundary of a football field, supporting his four children in their sporting endeavours.

SERVICES OFFERED
  • Investments
  • Personal Insurance
  • Retirement Planning
  • Centerlink/DVA
  • Estate Planning
  • Superannuation
  • Budget/cashflow management
  • Debt management
PRODUCTS OFFERED
  • Life insurance products
  • Retirement savings accounts
  • Superannuation
  • Managed investment funds
  • Deposit products
  • Investment bonds
  • Pensions and annuities