Aidan Patterson
BCom
Private Client Adviser
I provide comprehensive tailored financial advice according to my client’s risk tolerance and broader situation, striving to empower them to achieve their financial goals.
Aidan joined Morgans Geelong in 2019 and successfully completed his professional year in 2022, where he demonstrated a commitment to developing his knowledge and achieving positive client outcomes. Aidan is an avid lover of the outdoors where you’ll often find him going for a hike, on a tennis court or playing a round of golf.
Investment Style
Aidan enjoys building trusted relationships with his clients to gain an in-depth understanding of their financial objectives and overall situation. He exercises professional judgement and objectivity when formulating advice, tailored towards achieving his clients’ goals and maximising their financial position. He takes a long-term patient approach to investing and strongly believes in educating his clients over their financial journey.
Services and Specialties
Wealth Management
Portfolio Administration
Stockbroking
Self-Managed Super Funds
Financial Planning
Superannuation Advice
Personal Insurance
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Bachelor of Commerce (Financial Planning & Finance)
Ethics and Professional Relationships
Associations
No items found.
Competencies
Generic
Financial Planning
Superannuation
Securities
Managed Investments
Life Insurance
I am employed by Geelong Private Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Geelong. My employer remunerates me by way of salary and percentage of fees.
