Financial Planning Advisors in Melbourne

Wealth means different things to us all. But while our visions of wealth, security and contentment may differ, one thing remains true: creating wealth demands a considered, strategic approach. Our financial advisors in Melbourne can help you to identify core financial objectives for every stage of your life, presented in sound strategic plans. Book a consultation with us today.

smsf awards winners

Award-Winning Advice

Wilson Pateras is an award-winning firm based in Melbourne. Designing robust roadmaps to wealth in close collaboration with our clients, Wilson Pateras’ financial planners take the time to understand your goals. We consistently provide you with in-depth advice to build and manage your wealth. Book a meeting with one of our team members today.

Our Financial Planning Service

Wealth Creation & Preservation

Build wealth by identifying suitable strategies tailored to your personal situation, including borrowing for personal and investment purposes

Investment Advice

Provide expert financial advice to help you develop an investment portfolio suited to your goals and risk profile

Self Managed Super

Help you take control of your super strategy and invest your money to build your retirement savings

Retirement Planning

Retirement Planning

Develop a plan for a better retirement and get the very most for your future

Personal Insurance

Review your financial and asset position to determine the appropriate cover to protect your wealth with Life Insurance, TPD, Income Protection and Trauma Insurance

Estate Planning

Ensure the wealth you have built is distributed to your beneficiaries tax effectively and according to your wishes


What Our Clients Say About Our Financial Advisors

When To Engage A Financial Planning Specialist

From investment strategies to retirement planning, we have got you covered Wilson Pateras’ financial advisors work with a wide variety of clients in Melbourne and Australia wide.

Engaging a specialist can provide you with a clear overview of your finances, from investment strategies to a complete retirement plan. Professional help is helpful when you need to make financial decisions that require more in-depth knowledge, especially when you are dealing with complex investments and taxes.

With Wilson Patera and our financial planning team, you can have everything you need to make informed investment decisions and have enough to retire comfortably when the time comes.

financial planners

Our 5 Step Financial Planning Process

Step 1

Discovery Meeting

Discuss your goals and priorities, understand your concerns, risk appetite and investment objectives

Step 2

Understand Your Personal Situation

Collate your information and analyse your position

Step 3

Fact Find Meeting

Document and understand your current position, discuss preliminary analysis of your position and review your alternatives

Step 4

Statement of Advice (SOA)

Recommendations will be provided to you in an SOA. We will discuss the recommendations and implement

Step 5


Review your position, monitor achievement of your goals and adjust the strategy if required. We will also manage and rebalance your investment portfolio

Our Financial Advisors in Melbourne

Lasadi Felsinger

Senior Financial Advisor

James Wheatley

Senior Financial Advisor

Phillip Richards

Senior Financial Advisor

Cameron Blackwell

Financial Advisor

Book a Consultation

Develop a thorough financial plan and live the life you want. Simply fill in the form below and book in for a meeting with one of our financial planning experts.

We are committed to providing customised service and advice to our clients. Prior to scheduling a consultation, we kindly request that you take into account our expertise in catering to high-income individuals, pre-retirees, established business owners, and individuals with investable assets over $500,000.

Financial Advisors Near You


Level 1, 678 Victoria Street
Richmond VIC 3121

Phone: (03) 8419 9800
Fax: (03) 8419 9888

Lasadi Felsinger - CFP

Financial Advisor



I work closely with high net wealth professionals, including specialist advice for Lawyers, Medical Practitioners and Business Owners.

I specialise in holistic strategic advice as listed below:

  • Superannuation & SMSF: Strategic advice to identify suitable structures and how this will help to achieve goals.
  • Wealth creation: How to build wealth by identifying suitable strategies
  • Wealth protection: Analyse suitable cover and amounts for Life , Total and Permanent Disablement insurance, Trauma & Income protection
  • Retirement planning: Maximising retirement benefits by identifying strategies & investments
  • Investments: Identifying personal investments to help to achieve goals
  • Tax planning: Strategies to minimise tax where possible while creating wealth
  • Estate Planning: Identifying strategies to achieve estate planning wishes and how to structure it


Should you require advice and services outside my authorisation, I will refer to an appropriate representative within our organisation.

Qualifications & Memberships

  • Certified Financial Planner
  • Bachelor of Commerce- Financial Planning
  • Diploma of Accounting
  • Diploma of Financial Planning
  • Member of the Financial Planning Association of Australia (FPA)

Authorised Representative Number