Financial Adviser
· LISMORE, NSW
Robyn Aideen Patch
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000416216
Robyn Aideen Patch is a financial adviser based in Lismore, New South Wales, with 14 years of experience in the financial services industry. Robyn is currently authorised under Wealth Management Matters Pty Ltd. Robyn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Robyn is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Commerce (Financial Planning and Accounting Major)
Griffith University
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2013
Principles in Self Managed Superannuation Funds
International Institute of Technology
2015
Accredited Listed Product Adviser Program
Kaplan Professional Education
2017
Certified Financial Planner
Financial Planning Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan