Financial Adviser · SYDNEY, NSW

Nick Patterson

SYDNEY, NSW

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 001005805

Currently at

Fortnum Private Wealth

Sydney, NSW (firm address)

View firm profile

About Nick Patterson

Nick Patterson is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry since 2014. Nick is currently authorised under Fortnum Private Wealth. Nick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Nick's qualifications include a Bachelor of Business Administration from Macquarie University. Nick is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Business Administration

Macquarie University

2009

Bachelor of Commerce (Accounting)

Macquarie University

2011

Graduate Diploma of Chartered Accounting

Institute of Chartered Accountants Australia (ICAA)

2012

Diploma of Financial Planning

Integrity Education Group

2023

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2025

FPC001B Economic & Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education Pty Limited

Registration History

Fortnum Private Wealth Ltd

Jul 2026 - Present Current

Not SMSF

Fintegrity Wealth Advisers Pty Ltd

Jul 2025 - Apr 2026 Ceased

Perpetual Trustee Company Limited

Dec 2021 - Jun 2025 Ceased

Aware Financial Services Australia Limited

Dec 2019 - Oct 2021 Ceased

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Jun 2012 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register