|Name||James Paterson, CFP®|
|Company||Morgan Stanley Wealth Management|
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.