Financial Adviser
· DOCKLANDS, VIC
Paul Robin Patman
No disciplinary history on record with ASIC
DOCKLANDS,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002902
Paul Robin Patman is a financial adviser based in Docklands, Victoria, with 23 years of experience in the financial services industry since 2003. Paul is currently authorised under Ccafp Wealth, operating through Cca Financial Planning. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a Diploma of Financial Services (Financial Planning) FNB50199 from Commonwealth Bank. Paul is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Services (Financial Planning) FNB50199
Commonwealth Bank
2019
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan
2025
Commercial Law
Kaplan
2025
Tax for Financial Advising
Kaplan
Registration History
SMSF
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register