Financial Adviser · NEWCASTLE, NSW

Roland Paterson-clark

31 Years experience

Tax advice
authorised

Currently at

Newcastle, NSW

View firm profile

ASIC Registered · ADV 000275717

Roland Paterson-clark is a financial adviser based in Newcastle, New South Wales, with 31 years of experience in the financial services industry. Roland is currently authorised under Keystone Financial Planning Pty Limited. Roland holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Deakin/FPA. Roland is a member of Financial Advice Association of Australia (FAAA), Financial Services Institute of Australia and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1994

Bachelor of Economics

University of Western Australia

1996

Graduate Diploma of Applied Finance and Investment

FINSIA

1999

Certified Financial Planner

Deakin/FPA

1999

Diploma of Financial Planning

Deakin/FPA

1999

Master of Commerce (Financial Planning)

Western Sydney University

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Keystone Financial Planning Pty Limited

Aug 2004 - Present Current

Source: ASIC Financial Advisers Register