Pattinson Financial Services

2 / 11-13 Brookhollow Avenue,Baulkham Hills, NSW, 2153

phone 02 8850 6888

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Our team

Ashley Pattinson
Principal

Ashley has been in the industry for more than 20 years. By taking the time to first understand his client's needs, goals and ambitions he builds a clear picture of a client's current and future plans then develops tailored strategies to provide the best possible outcomes.

Offering a comprehensive service including;

  • Insurance, Investment, Retirement and Estate Planning services for Families,
  • Business Wills and Business Succession planning for small and medium enterprises,
  • Compliance and management services to National and Multinational corporates in the areas of Employer Superannuation and Group Insurances.

Ashley has a depth of knowledge and skills which have been developed over the last 20-years

Highly regarded he has been awarded "Most Trusted Advisor" and asked to work with the Financial Services Counsel in the formation of an Industry Code of Practise. He is a Chartered Life Professional and considers education and ethical practises as corner stones to high quality advice.


Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services