David Patterson Email & Phone Number

Melbourne, Victoria, Australia

Lifewealth Group is a privately owned Australian financial advisory firm with more than $500m in funds under management.For nearly 25 years, we have prided ourselves on creating a progressive working environment for our team - both personally and professionally.Our long-held belief is that a strong culture ensures we deliver on our mission for our people and, in turn, our people deliver on the mission for our clients.

Melbourne, Australia

Endorphin applies the same unrivalled level of care, attention and expertise to every single one of our clients. Our personalised, professional service sees us hand-pick the most fitting investments from multiple platforms and the leading providers, and deliver specialist advice, plans and strategies that align with your investor profile, goals and objectives.

As a Development Manager with UCA Funds Management my focus is upon partnering with prospective and existing clients to deepen our relationship and deliver investment results that reflect their varied needs and objectives. UCA Funds Management has demonstrated thought leadership on the key issues and challenges facing the not-for-profit sector and has developed an investment solution that enables our clients to meet both their values-based and financial goals.

Melbourne, Australia

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are four core values — putting clients first, doing the right… Show more Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are four core values — putting clients first, doing the right thing, leading with exceptional ideas and giving back — that guides its more than 55,000 employees in 1,200 offices across 43 countries. Show less

Melbourne, Australia

Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are four core values — putting clients first, doing the right… Show more Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 75 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. Morgan Stanley is committed to maintaining the first-class service and high standard of excellence that have always defined the firm. At its foundation are four core values — putting clients first, doing the right thing, leading with exceptional ideas and giving back — that guides its more than 55,000 employees in 1,200 offices across 43 countries. Show less

Melbourne, Australia

Citi has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

Bachelor Of Commerce (B.Com.), Accounting And Finance

Advanced Diploma Of Applied Finance, Financial Markets

Diploma Of Modern Languages, Japanese Language And Literature

Education record