Name | Roland Paterson-Clark CFP® |
Company | Keystone Financial Planning PTY LTD |
Address | Keystone Financial Planning Pty Limited
Level 2, 45 Hunter Street Newcastle, NSW 2300 |
Phone | 02 49612450 |
Roland has his own Australian Financial Services Licence - Keystone Financial Planning Pty Limited which has been in operation since August 2004. Roland's qualifications include a Masters of Commerce - majoring in Financial Planning (completed 1999), a Bachelor of Economics degree (completed 1994) and Diplomas in Financial Planning (completed 1999), Superannuation Management (completed 1995) and Applied Finance and Investments (completed 1997). Roland is also a Certified Financial Planner (designated 2000), an Associate of the Securities Institute of Australia and a Justice of the Peace. Roland is also a Self Managed Superannuation Specialist Adviser and an Accredited Aged Care adviser