The Financial Planning Association of Australia The Financial Planning Association of Australia

James Paterson, CFP®

Name James Paterson CFP®
Company Morgan Stanley Wealth Management
Address Chifley Tower
2 Chifley Square
Sydney, NSW 2000
Phone (02) 9775 2074
Mobile 0413 875 670

Having worked in the financial services industry for over 14 years I have built extensive experience in financial planning and pride myself on working closely with my clients to understand their unique needs and objectives.

With an intricate knowledge of superannuation, retirement planning, wealth accumulation and personal risk protection, I helps my clients to examine the full context of their financial situation, and draw upon my strong technical background to build comprehensive wealth management strategies.

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