Nick Patterson in

Nick Patterson

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Senior Adviser at Longevity Retirement Planning
📍 Greater Sydney Area, Australia

Nick Patterson is a Senior Adviser at Longevity Retirement Planning, specializing in wealth generation and capital preservation for clients transitioning into retirement. A graduate of Macquarie University and a Chartered Accountant, he launched his career at Deloitte Australia, building deep expertise in complex financial matters.

Nick has a distinct specialization in advising on both NSW and Commonwealth defined benefit schemes.

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Experience
17 Years
Current Role
Senior Adviser
Location
Greater Sydney Area, Australia
Personality Overview

How Nick shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Nick cares about

Retirement Transitions
His core professional focus is advising pre- and post-retirees on complex financial solutions, including investment strategy, portfolio construction, and tax structuring.
Capital Preservation
His professional approach centers on strategic wealth generation and capital preservation, ensuring financial security for his clients and their families through various life stages.
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Career

Work history

7-2025
Senior Adviser
Longevity Retirement Planning
7-2024
Associate Partner (Jacaranda Financial Planning)
Perpetual Limited
10-2021 - 6-2024
Senior Financial Adviser (Jacaranda Financial Planning)
Perpetual Limited
9-2017 - 10-2021
Senior Adviser
Aware Super
4-2013 - 9-2017
Financial Adviser
Aware Super
In the press

Media appearances

Nicholas Patterson - Longevity – Retirement Planning. Featured in Longevity Retirement Planning (official website)
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Education
2009 - 2011
Graduate Diploma of Chartered Accounting
The Institute of Chartered Accountants in Australia
2005 - 2009
BBA
Macquarie University
2005 - 2009
BCOM
Macquarie University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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