Financial Adviser
· MELBOURNE, VIC
Stephanie Patrick
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000414199
Stephanie Patrick is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry. Stephanie is currently authorised under Koda Capital Pty Ltd. Stephanie 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 CFPCertification Program from Financial Advice Association of Australia (FAAA). Stephanie is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Arts (Journalism) / Bachelor of Commerce (Finance)
Monash University
2011
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education
2014
CFPCertification Program
Financial Advice Association of Australia (FAAA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
SMSF Specialist Advisor (SSA) Program
SMSF Association
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only
MAGNITUDE GROUP PTY LTD
Source: ASIC Financial Advisers Register