Financial Planning Advisors in Melbourne

Wealth means different things to us all. But whilst 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

Get Award-Winning SMSF Advice

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

Wilson Pateras is an award-winning team of financial advisors and business accountants 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 Services

Wealth Creation

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

Superannuation

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

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

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What Our Clients Say About Us

When To Engage A Financial Planning Specialist

From investment strategies to retirement planning, we have got you covered Wilson Pateras’ financial tax 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 6 Step Financial Planning Process

01

Discovery Meeting

02

Fact Find & Collection of Data

Our Financial Advisors in Melbourne

Louis Van Coppenhagen

Principal

Don Hands - CFP®

Senior Financial Advisor

Lasadi Felsinger - CFP
®

Financial Advisor

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 a meeting with one of our financial planning experts. This consultation comes with no obligations and will leave you with a better understanding of how it could work for you.

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Financial Advisors Near You

Richmond

Level 1, 678 Victoria Street
Richmond VIC 3121

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 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​

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