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Pj Patterson Email & Phone Number
Financial Adviser | Finance Broker | Small Business Lending | Cash Flow Specialist | Director
at
Intrepid Wealth
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✓ Verified August 2026
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Profile completeness 86%
Current company
Role
Financial Adviser | Finance Broker | Small Business Lending | Cash Flow Specialist | Director
Location
Sydney, New South Wales, Australia
Who is Pj Patterson? Overview
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Pj Patterson is listed as Financial Adviser | Finance Broker | Small Business Lending | Cash Flow Specialist | Director at Intrepid Wealth, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Pj Patterson.
Pj Patterson previously worked as Financial Planner | Finance Broker | Cash Flow Specialist at Keystone Financial and Director at Jump Property Finance. Pj Patterson holds Bachelor Of Arts, Economics & Communications from Creighton University.
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Intrepid Wealth
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Profile bio
About Pj Patterson
I get up every morning to help people make smarter financial choices so that they can live a life that consistently inspires them and their family as well as one that impacts their community and our world. I'm passionate about helping families with kids so they can secure an abundant future. Guiding Millennials to take control of their financial future so they can get on the property ladder and build positive cash flow through wiser choices around finance. I love helping people take control of their financial future by showing them how to use simple yet powerful strategies that anyone can do. Most financial advisors don't approach a client holistically, as a result they often miss opportunities to help you improve your financial position. We do this by considering the entire picture: Debt strategy, Super, Personal Insurance, Estate Planning, Investing and leaving a Legacy. Our customer engagement process is one of collaboration and transparency. First, we diagnose your areas of greatest need and then work with you to put immediate strategies in place to resolve and improve it. People are generally busy and don't have time to look after their financial needs. They come to us for expert advice and practical action to fix their immediate issues and then achieve their financial goals. I absolutely love to see my clients happy about getting a property and enthusiastic about investing. I also love to dispel the fear and doubt people have about share markets and super. There are so many simple yet powerful strategies that can be employed I get excited even thinking about it.► If your financial future is important to you then give me a call.▬▬▬▬▬▬▬▬▬▬▬Call: ✆ (02) 9199-8518 Office
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Pj Patterson's current company
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7 roles
Pj Patterson work experience
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Financial Adviser | Finance Broker | Small Business Lending | Cash Flow Specialist | Director
CurrentIntrepid Wealth are experts at Full Cycle Investing. We know how to position our clients wealth to benefit from any market condition both up and down. The status quo says you cannot time markets, we disagree and have the tools and expertise to make money in any market environment.We have our eye solidly on the prize – doing a great job first and foremost for you – but we do that while offering you all our resources, expertise, skills, tools, educational materials, market updates and more that will lift your knowledge, understanding and ultimately, confidence.
Nov 2002 - Present
Financial Planner | Finance Broker | Cash Flow Specialist
CurrentI added Financial Planning to my business in early 2009. I currently provide a complete and comprehensive approach to Financial Planning. This includes: Personal Investment, Superannuation, Self Managed Superfund (SMSF), Personal Risk, Business Risk, Estate Planning, Retirement Planning, Cash flow management and Budget Planning. My aim is give you comfort and confidence around your finances.► My expertise▬▬▬▬▬▬▬Wealth Coach ✔ Wealth Strategy ✔ Wealth Creation ✔ Wealth Advice ✔ Wealth Education ✔ Mortgage Broker ✔ Finance Broker ✔ Home Loan ✔ Loan Broker ✔ Small Business Lender ✔ Commercial Loans ✔ Financial Planner ✔ Cash Flow ✔ First Home Buyer ✔ Loans ✔ Investing ✔ Investment ✔ SMSF ✔ Self Managed Super Fund ✔ Retirement ✔ Aged Care ✔ Millennial Investment ✔ Life Insurance ✔ Income Protection Insurance ✔ Trauma Insurance► Want to know more?▬▬▬▬▬▬▬▬▬▬▬Call: ✆ (02) 9199-8518 Office Call: ✆ (0411) 680-978 Mobile Email: ✉ PJ@keystonefinancial.com.auVisit: ☛ www.keystonefinancial.com.au
Jan 2009 - Present
Director
Current
Jump Property Finance
At Jump, our specialty is all about building wealth through property. We want to work with clients to create both equity and income through property. Our team has over 25 years of combined experience and knowledge in property. ►Services Include:▬▬▬▬▬▬▬▬✔ Bespoke Mini Developments-'Bespoke’ means personalized and that is exactly what we want to do for you, personalize your property…✔ Property Strategy- What you really need is a team behind you that understands what you want to achieve within the limits of what your financials can support AND what your Risk appetite is.✔ Finance Strategy- This aspect of property investing is the most critical. It goes hand-in-glove with your Property Strategy. You simply cannot move forward if you cannot obtain finance.► Want to know more?▬▬▬▬▬▬▬▬▬▬▬ Call: ✆ (0411) 680-978 Mobile Visit: ☛ www.jumpfp.com.au
Oct 2013 - Present
Nsw Fully Licensed Real Estate Agent
Current
Jump Property Finance
I am now a Fully Licensed NSW Real Estate agent. I am keen to source excellent quality real estate stock for my clients and help them build property portfolios. Adding this skill set to my offering is complimentary to the things I already do as a Finance Broker and Financial Planner.
Sep 2013 - Present
National Manager
Arap provides a solution to borrowers in mortgage distress, mortgage default and who have exhausted all available finance options. Your solution may be the Agreed Risk Adjusted Purchase or 'ARAP'. Arap provides you with time, choice, freedom and a way forward. It is a solution for families who have 'hit a brick wall' financially with their bank in regards to mortgage payments.We assist property owners:✔ Stay in your home✔ Rebuild your credit✔ Retain your rights✔ Get the return you deserve✔ Keep your privacy✔ Be treated with respect I am very keen to help families through their hard time and come out the other end in a better financial position.► Want to know more?▬▬▬▬▬▬▬▬▬▬▬Call: ✆ (0411) 680-978 Mobile Visit: ☛ www.arap.com.au
Apr 2014 - Jan 2019
Aug 1994 - Jul 2000
4 education records
Pj Patterson education
Bachelor Of Arts, Economics & Communications
Diploma Of Finance And Mortgage Broking Management, Financial Planning
Intellitrain
Diploma Financial Planning, Financial Planning
Gwm Adviser Services
Highschool Diploma, College/University Preparatory And Advanced High School/Secondary Diploma Program
Rockhurst Highschool
FAQ
Frequently asked questions about Pj Patterson
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What company does Pj Patterson work for?
Pj Patterson works for Intrepid Wealth.
What is Pj Patterson's role at Intrepid Wealth?
Pj Patterson is listed as Financial Adviser | Finance Broker | Small Business Lending | Cash Flow Specialist | Director at Intrepid Wealth.
Where is Pj Patterson based?
Pj Patterson is based in Sydney, New South Wales, Australia while working with Intrepid Wealth.
What companies has Pj Patterson worked for?
Pj Patterson has worked for Intrepid Wealth, Keystone Financial, Jump Property Finance, Arap Australia, and Dst Systems.
How can I contact Pj Patterson?
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What schools did Pj Patterson attend?
Pj Patterson holds Bachelor Of Arts, Economics & Communications from Creighton University.
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