Nicholas Patterson

Financial Adviser

Nick has been providing financial planning advice since 2014 and has broad experience in providing personalised retirement planning advice both in retail practice and more specialised super advice. He spends his downtime with his young family who keep him busy.

Experience and Qualifications

Nick holds a Bachelor of Commerce majoring in Accounting and a Bachelor of Business Administration majoring in Marketing from Macquarie University. In addition, he has completed a Graduate Diploma of Chartered Accounting, and the Professional Diploma of Financial Planning. He holds the Certified Financial Planner designation and is an active member of the FAAA and CAANZ.

Prior to joining Longevity Retirement Planning, Nick worked as a partner and senior financial adviser at a prominent Australian wealth management firm and prior to that, a senior financial adviser at Aware Super (formerly StatePlus/State Super Financial Services) and has experience in Public sector super funds, salary packaging, redundancy and super arrangements and investments.

Retirement and superannuation specialist

Nick has successfully managed over $250m in client portfolios including superannuation, pensions and managed accounts and has a proven track record of compliant advice relating to Centrelink, tax and wealth creation strategies to help you get the most out of your retirement.

Superannuation and retirement specialist

Nick has experience in many areas of financial planning including managed accounts for investments, retail and industry superannuation and as with all our advisers, knowledge of NSW State Government and Commonwealth defined benefit schemes including SASS, SSS, CSS and PSS. He can assist you in navigating through complex superannuation rules.

Personal life

Nick's young family keeps him busy and he and his wife enjoy life in the inner west.

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