Growth continues for Collective Financial Partners with addition of new Financial Planner

Growth continues for Collective Financial Partners with addition of new Financial Planner

Following a business merger earlier this year, Collective Financial Partners continues their growth trajectory as they welcome Financial Planner, Bill Patterson to the team.

Bill has recently relocated from Sydney to return to his hometown of Newcastle, after practicing with a large institutional wealth management firm.

A member of the Financial Planning Association (FPA), Bill specialises in providing financial strategies tailored to suit to goals and aspirations of his clients.

“This area really offers everything you could want – it has the beaches, the valley, bushland, wineries and more!” Bill said.

“Added to that there are some amazing business owners, self-funded retirees and individuals here, who I am looking forward to working with.

“I really enjoy the complexities around financial planning and thrive on deep dive research to present the best options. I’m looking forward to bringing my approach to the Collective Financial Partners team.

“As a new brand, there are a lot of opportunities to introduce new ways of delivering quality service to our clients. I’m excited to work with the current team and collaborate on ideas for how we can continue to deliver a high level of service and results for our clients.”

Director of Collective Financial Partners, Daniel Irving, said Bill brings a wealth of knowledge to the team and they’re delighted to have him on board.

“Our focus is on quality advice for our client’s, something Bill is also passionate about,” Daniel said.

“We have a very individualized approach and want to make sure our solutions are custom fit, each and every time.”

Following a year of rebranding, Daniel said 2022 will be about growing their team so they can help more business owners with their own growth

“We’ve got some exciting plans in the works for the business and our clients and can’t wait to see what the new year brings,” Daniel concluded.

IMAGE | New Financial Partner, Bill Patterson joins Collective Financial Partners.

Collective Financial Partners

When it comes to your financial future, Collective Financial Advisors believe in providing professional business and financial advice for growth.

Our team of knowledgeable and specialised Financial Planners and Advisors are dedicated to helping clients achieve their financial goals and make steps towards
investing into the future with confidence. We help clients define their goals and work with them to design a financial plan suited to their specific needs.

Collective Financial partners is a newly formed business venture and combines the expertise of Bridges Lake Macquarie and WP Partners to provide a more wholistic advisory service for clients in the region.

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