Roland Paterson-Clark CFP®

About Me

Roland has his own Australian Financial Services Licence - Keystone Financial Planning Pty Limited which has been in operation since August 2004. Roland's qualifications include a Masters of Commerce - majoring in Financial Planning (completed 1999), a Bachelor of Economics degree (completed 1994) and Diplomas in Financial Planning (completed 1999), Superannuation Management (completed 1995) and Applied Finance and Investments (completed 1997). Roland is also a Certified Financial Planner (designated 2000), an Associate of the Securities Institute of Australia and a Justice of the Peace. Roland is also a Self Managed Superannuation Specialist Adviser and an Accredited Aged Care adviser

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 29 Years
  • Licensed By
    Licensed By Keystone Financial Planning Pty Limited
CERTIFIED FINANCIAL PLANNER®