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

Roland Paterson-Clark, CFP®


Name Roland Paterson-Clark CFP®
Company Keystone Financial Planning PTY LTD
Address Keystone Financial Planning Pty Limited Level 2
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

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