James Paterson CFP®

Sydney

James Paterson CFP® in Sydney works at Morgan Stanley (Certified Financial Planner, First Vice President) and was educated at Deakin University.

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Jobs

Morgan Stanley Jul 2014 -
Certified Financial Planner, First Vice President

IRESS Jan 2010 - Jun 2014
NSW State Manager, Wealth Management

PI Offshore Ltd Jan 2008 - Dec 2009
Wealth Manager

Education

Deakin University 2003 - 2004
Certified Financial Planner (CFP). FPA Australia

RMIT University 1999 - 2002
Bachelor of Business. Financial Planning

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