James Paterson Email & Phone Number
Senior Private Wealth Adviser @ Ord Minnett
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James Paterson Location
- Sydney, NSW, AU
James Paterson Work
- Senior Private Wealth Adviser @ (October 2026 - Present)
- Certified Financial Planner, Senior Vice President @ (July 2014 - October 2026)
- NSW State Manager, Wealth Management @ (January 2010 - June 2014)
- Wealth Manager @ PI Offshore Ltd (January 2008 - December 2009)
- Aspirant Private Banker @ (January 2007 - December 2007)
- Private Client Adviser @ (September 2003 - August 2006)
- Financial Adviser and ParaPlanner @ RI Advice Group (January 2001 - August 2003)
James Paterson Education
- Deakin University
Certified Financial Planner (CFP) (FPA Australia)
2003-2004 - RMIT University
Bachelor of Business (Financial Planning)
1999-2002
James Paterson Skills
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Investment Advisory
- Investment Strategies
- Investments
- Portfolio Management
- Retirement
- Retirement Planning
- Strategic Financial Planning
- Superannuation
- Wealth Accumulation
- Wealth Management
- Customer Service
- Business Development
- Banking
James Paterson Summary
- James Paterson, based in Sydney, NSW, AU, is currently a Senior Private Wealth Adviser at Ord Minnett. James Paterson brings experience from previous roles at Morgan Stanley, IRESS, PI Offshore Ltd and Kleinwort Benson Private Bank. James Paterson holds a 2003 - 2004 Certified Financial Planner (CFP) in FPA Australia @ Deakin University. With a robust skill set that includes Financial Advisory, Financial Planners, Financial Planning, Financial Services, Investment Advisory and more. James Paterson has 2 emails and 4 mobile phone numbers on RocketReach.
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Trent Donnelly
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Sean Allitt
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Melissa Nolan
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Malcolm Wood
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Matt Storey
Head of Corporate Finance
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Damien Menzies
Managing Director - Head of Syndication
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Simon Kent-Jones
Head of Private Wealth Research
Millers Point, NSW, AU
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