Array ( [title] => James Patterson - Financial Adviser in Brighton, VIC | Bombora Advice [description] => James Patterson is an ASIC-registered financial adviser in Brighton, VIC. 27 years experience. View qualifications, authorisations and ASIC registration. )
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| Financial Advisers Near Me
Data sourced from ASIC Financial Advisers Register
Financial Adviser · BRIGHTON, VIC

James Patterson

27 Years experience
Tax advice
authorised
Currently at
Bombora Advice Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000267399

James Patterson is a financial adviser based in Brighton, Victoria, with 27 years of experience in the financial services industry. James is currently authorised under Bombora Advice Pty Ltd. James holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Services (Financial Planning) from Tribeca.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Services (Financial Planning)
Tribeca
2025
Commercial Law
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional

Registration History

Bombora Advice Pty Ltd
Aug 2024 - Present Current
Pareto Group Pty Ltd
Oct 2020 - Aug 2024 Ceased
Synchron Advice Pty Ltd
Dec 2011 - Oct 2020 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
May 2010 - Dec 2011 Ceased
Synchron Advice Pty Ltd
Mar 2008 - May 2010 Ceased

Source: ASIC Financial Advisers Register