Brian Paterson
Financial Adviser in Southbank, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000341883
- Location
- Southbank VIC 3006
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 20 July 2026
- First provided advice
- 1981
- Qualifications
- Bachelor of Business, Footscray Institute of Technology (1981); Diploma of Financial Services (Financial Planning), ThreeSixty (2008); Certificate IV in Financial Services (Finance/Mortgage Broking), Intellitrain (2010); Margin Lending and Geared Investments, Kaplan Professional (2010); Diploma of Financial Planning, International Institute of Technology (2014); CPA Public Practitioner, CPA Australia (2016); Self Managed Superannuation Funds, Kaplan Professional (2017)
- Memberships
- CPA Australia (CPA); FBAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Brian Paterson
On the Financial Advisers Register kept by ASIC, Brian Paterson appears as a current financial adviser in Southbank, Victoria, adviser number 000341883.
The licensee Brian advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 20 July 2026.
According to the register, Brian first provided financial advice in 1981. Qualifications and training on file include Bachelor of Business (Footscray Institute of Technology, 1981), Diploma of Financial Services (Financial Planning) (ThreeSixty, 2008) and Certificate IV in Financial Services (Finance/Mortgage Broking) (Intellitrain, 2010). Brian is recorded as a member of CPA Australia (CPA) and FBAA.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Brian Paterson a registered financial adviser?
Yes. Brian Paterson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000341883.
Which licensee does Brian Paterson work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Brian Paterson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.