Financial Planning

Luck has little to do with creating a prosperous future. Wilson Pateras’ financial advisors can help you grow and protect your wealth in every stage of your life.  Providing you with a thorough plan, our experienced financial advisors will guide you  through step by step to achieve your goals and objectives. Get a complimentary consultation with us today.

smsf awards winners

Get Award-Winning Financial Advice

Accounting Firm of the Year 2019. SMSF Firm of The Year 2018 and 2017

Wilson Pateras are an award-winning team of financial advisors 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 your complimentary appointment with one of our team members today.

Our Financial Planning Services

Wealth Creation

Build wealth by identifying suitable strategies tailored to your personal situation

tax planning

Tax Planning

Strategically minimise the amount of tax you are paying

Investment Advice

Get expert advice and identify opportunities to meet your investment goals

Self-Managed Super

We will review your current super fund and give recommendations to boost your super

Retirement Planning

Retirement Planning

Develop a plan for a better retirement and make it reality

5/5

What Our Clients Say About Us

When To Engage A Financial Planning Specialist

From saving and investment strategies to retirement planning, we've got you covered

Wilson Pateras’ financial advisors work with a wide variety of clients in Melbourne and Australia wide. Whether you are a young investor, mid-careerist or soon to be retiree, you want your money to work for you. Engaging a financial planner will provide you with a clear overview of your finances, from savings and 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 Pateras, you’ll have everything you need to make informed investment decisions and have enough to retire comfortably when the time comes.

financial planners

Our Financial Advisors

Don Hands - CFP®

Senior Financial Advisor

Andrew Huyton - CFP
®

Senior Financial Advisor

Lasadi Felsinger - CFP
®

Financial Advisor

Mark Forte

Principal

Get a Complimentary Consultation

Develop a thorough financial plan and live the life you want. Simply fill in the form below and book in for your complimentary meeting with one of our financial advisors. This consultation comes with no obligations and will leave you with a better understanding of how financial planning could work for you.

Get a Complimentary Consultation

Financial Advisors Near You

Richmond Head Office

40 River Boulevard
Richmond
VIC 3121

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

Brighton Office

196 Bay Street
Brighton
VIC 3186

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

Don Hands - CFP®

Senior Financial Advisor

About

I have 16 years experience as a financial planner and 35 years experience in the provision of financial advice. I am respected in the industry because of my passion to develop strong relationships with my clients whilst achieving their financial aspirations. I bring significant experience and expertise due to my background as a member of Investment Committees for publicly listed entities.

I am an authorised representative of Hillross Financial Services.

I specialise in strategic advice as listed below:

  • Investments strategies (strategic asset allocation and goals based investing)
  • Budget and cash flow management
  • Debt management (including borrowing for personal and investment purposes)
  • Salary packaging
  • Superannuation strategies and retirement planning
  • Personal insurance
  • Centrelink and other government benefits
  • Ongoing advice and services, including regular portfolio reviews

Qualifications & Memberships

  • Certified Financial Planner
  • Diploma of Financial Planning
  • Member of the Financial Planning Association

Authorised Representative Number

374195​

Credit Representative Number

397823

Andrew Huyton - CFP
®

Senior Financial Advisor

About

I am a seasoned financial advisor assisting a select group of individuals and families to build, manage, protect and transition wealth.

My role as an advisor is to maximise the probability of my clients achieving their financial objectives.  I provide specialist advice in the following areas:

  • Retirement planning;
  • Cash flow analysis;
  • Wealth accumulation strategies;
  • Investment advice (Strategic asset allocation);
  • Superannuation;
  • Self-Managed Super Funds;
  • Financial Modelling;
  • Wealth protection strategies;
  • Estate planning.
  • Centrelink

Qualifications & Memberships

  • Member Financial Planning Association of Australia
  • Certified Financial Planner
  • Bachelor of Business (Acc)
  • Bachelor of Science

Authorised Representative Number

1002523

Hillross Financial Services Limited AFSL

232705

Lasadi Felsinger - CFP
®

Financial Advisor

About

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

1237903

Credit Representative Number

499184

Mark Forte

Principal

About

With over 25 years’ experience in the business services and professional advice space, I have been fortunate to have experienced and given guidance on many tax and non-tax issues over my professional lifetime to a wide variety of clients in industries including manufacturing, law, retail, property, medical and the professional services industries.

A selection of those areas of advice include structuring and restructuring options for businesses and investment using trusts, companies and self-managed superannuation funds dealing with tax such as CGT, GST and Stamp Duty, assistance with audits conducted by various tax bodies and negotiations with the Australian Taxation Office or State Revenue Office on behalf of clients, advice and guidance in relation to family, estate and business succession planning, international tax, deceased estates and management consulting.

Qualifications & Memberships

  • Fellow of the Taxation Institute Accountants (FCA)
  • Diploma of Financial Planning
  • Registered Tax Agent
  • Member of CA Australia

Industry Specialisations