Paul Robin Patman
Financial Adviser in Docklands, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002902
- Location
- Docklands VIC 3008
- Licensee
- Ccafp Wealth Pty Ltd (AFSL 540531)
- Authorised since
- 1 May 2025
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Services (Financial Planning) FNB50199, Commonwealth Bank (2004); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan (2019); Commercial Law, Kaplan (2025); Tax for Financial Advising, Kaplan (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Robin Patman
On the Financial Advisers Register kept by ASIC, Paul Robin Patman appears as a current financial adviser in Docklands, Victoria, adviser number 001002902.
The licensee Paul advises under is Ccafp Wealth Pty Ltd (AFS licence 540531). That authorisation dates from 1 May 2025.
According to the register, Paul first provided financial advice in 2003. The qualifications listed for Paul include Diploma of Financial Services (Financial Planning) FNB50199 (Commonwealth Bank, 2004), Ethics and Professionalism in Financial Advice (FPC002B) (Kaplan, 2019) and Commercial Law (Kaplan, 2025). Paul is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “SMSF.”
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Questions people ask
Is Paul Robin Patman a registered financial adviser?
Yes. Paul Robin Patman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002902.
Which licensee does Paul Robin Patman work under?
Ccafp Wealth Pty Ltd, Australian financial services licence 540531.
What can Paul Robin Patman give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "SMSF."