Robyn Aideen Patch
Financial Adviser in Lismore, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000416216
- Location
- Lismore NSW 2480
- Licensee
- Wealth Management Matters Pty Ltd (AFSL 491619)
- Authorised since
- 7 February 2018
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce (Financial Planning and Accounting Major), Griffith University (2009); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Principles in Self Managed Superannuation Funds, International Institute of Technology (2013); Accredited Listed Product Adviser Program, Kaplan Professional Education (2015); Certified Financial Planner, Financial Planning Association (2017); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Robyn Aideen Patch
Robyn Aideen Patch is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Lismore, New South Wales (adviser number 000416216).
Advice is given under the Australian financial services licence of Wealth Management Matters Pty Ltd, licence number 491619. The current authorisation started on 7 February 2018.
According to the register, Robyn first provided financial advice in 2012. The qualifications listed for Robyn include Bachelor of Commerce (Financial Planning and Accounting Major) (Griffith University, 2009), Margin Lending and Geared Investments (Kaplan Professional Education, 2011) and Principles in Self Managed Superannuation Funds (International Institute of Technology, 2013). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Robyn Aideen Patch a registered financial adviser?
Yes. Robyn Aideen Patch is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000416216.
Which licensee does Robyn Aideen Patch work under?
Wealth Management Matters Pty Ltd, Australian financial services licence 491619.
What can Robyn Aideen Patch give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.