Roland Paterson-Clark, CFP®


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

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