Bill Patterson

Financial Planner

Bill Patterson is one of our Senior Financial Planners, working from our Lake Macquarie and Thornton offices.

He grew up locally in Newcastle, studying a Graduate Certificate of Financial Planning. He is passionate about providing tailored financial strategies to suit each client’s needs which leads to outstanding results.

Bill is also a member of the Financial Planning Association (FPA). He takes his professional development seriously and is continuously staying up to date on the latest changes in all facets of wealth management and financial markets. 

Bill brings over ten years of experience and knowledge in the areas of superannuation and retirement planning, wealth accumulation, life insurances and investment management.

He has built a reputation as a trusted Financial Adviser who prides himself on delivering unique financial solutions for every client he works with.

Bill’s ideal client is someone who is enthusiastic about goal setting and willing to commit to achieving them.

Bill is a passionate problem-solver and researcher, spending some of his free time researching global financial market dynamics. He is always looking for ways to gain a better perspective of how trends in society and finance are shaping the present and the future.

He also enjoys spending quality time with his partner Sally, listening to house music and making homemade pizza from scratch.

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