Philip Patterson Email & Phone Number
Financial Adviser | Finance Broker | Small Business Lending | Cash Flow Specialist | Director @ Keystone Financial Pty Ltd
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Philip Patterson Location
- Belrose, NSW, AU
Philip Patterson Work
- Financial Adviser | Finance Broker | Small Business Lending | Cash Flow Specialist | Director @ (November 2002 - Present)
- Financial Planner | Finance Broker | Cash Flow Specialist @ (January 2009 - Present)
- NSW Fully Licensed Real Estate Agent @ Jump Property Finance (September 2013 - Present)
- Director @ Jump Property Finance (October 2013 - January 2026)
- Business Analyst @ (August 1994 - July 2000)
Philip Patterson Education
- Intellitrain
Diploma of Finance and Mortgage Broking Management (Financial Planning)
2012-2012 - GWM Adviser Services
Diploma Financial Planning (Financial Planning)
2007-2008 - Creighton University
Bachelor of Arts (Economics & Communications)
1989-1993 - Rockhurst Highschool
Highschool Diploma (College/University Preparatory and Advanced High School/Secondary Diploma Program)
1986-1989
Philip Patterson Skills
- Aged Care
- Cash flow finance
- Commercial Loans
- Corporate Finance
- Estate Planning
- Finance
- Finance Broker
- Financial Advisory
- Financial Analysis
- Financial Planner
- Financial Planning
- Financial Services
- First Home Buyer
- Home Loan
- Income Protection
- Investments
- Life Insurance
- Loan Broker
- Loans
- Management
- Millennial Investment
- Mortgage Broker
- Mortgage Lending
- Personal Insurance
- Portfolio Management
- Refinance
- Retirement Planning
- SMSF
- Small Business Lender
- Strategic Financial Planning
- Trauma Insurance
- Wealth
- Wealth Advice
- Wealth Coach
- Wealth Creation
- Wealth Education
- Wealth Management
- Wealth Management Services
- Wealth Strategy
Philip Patterson Summary
- Philip Patterson, based in Belrose, NSW, AU, is currently a Financial Adviser | Finance Broker | Small Business Lending | Cash Flow Specialist | Director at Intrepid Wealth. Philip Patterson brings experience from previous roles at Intrepid Wealth, Jump Property Finance and DST Systems. Philip Patterson holds a 2012 - 2012 Diploma of Finance and Mortgage Broking Management in Financial Planning @ Intellitrain. With a robust skill set that includes Aged Care , Cash flow finance, Commercial Loans , Corporate Finance, Estate Planning and more. Philip Patterson has 1 mobile phone numbers on RocketReach.
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