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.
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.
Build wealth by identifying suitable strategies tailored to your personal situation
Get expert advice and identify opportunities to meet your investment goals
We will review your current super fund and give recommendations to boost your super
Develop a plan for a better retirement and make it reality
Protect your wealth with Life Insurance, TPD, Income Protection and Trauma Insurance.
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.
Senior Financial Advisor
Senior Financial Advisor
Financial Advisor
Principal
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.
40 River Boulevard
Richmond
VIC 3121
Phone: (03) 8419 9800
Fax: (03) 8419 9888
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Ground Floor, 40 River Boulevard
Richmond VIC 3121
Senior Financial Advisor
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:
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397823
Senior Financial Advisor
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:
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232705
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:
Should you require advice and services outside my authorisation, I will refer to an appropriate representative within our organisation.
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499184
Principal
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.
