Stephanie Patrick
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000414199
- Location
- Melbourne VIC 3000
- Licensee
- Koda Capital Pty Ltd (AFSL 452581)
- Authorised since
- 17 October 2025
- First provided advice
- 2011
- Qualifications
- Bachelor of Arts (Journalism) / Bachelor of Commerce (Finance), Monash University (2010); Diploma of Financial Services (Financial Planning), Kaplan Higher Education (2011); CFPCertification Program, Financial Advice Association of Australia (FAAA) (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); SMSF Specialist Advisor (SSA) Program, SMSF Association (2023)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephanie Patrick
Stephanie Patrick is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000414199).
Advice is given under the Australian financial services licence of Koda Capital Pty Ltd, licence number 452581. The current authorisation started on 17 October 2025.
According to the register, Stephanie first provided financial advice in 2011. The qualifications listed for Stephanie include Bachelor of Arts (Journalism) / Bachelor of Commerce (Finance) (Monash University, 2010), Diploma of Financial Services (Financial Planning) (Kaplan Higher Education, 2011) and CFPCertification Program (Financial Advice Association of Australia (FAAA), 2014). Stephanie is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Stephanie is authorised to advise 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 Stephanie Patrick a registered financial adviser?
Yes. Stephanie Patrick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000414199.
Which licensee does Stephanie Patrick work under?
Koda Capital Pty Ltd, Australian financial services licence 452581.
What can Stephanie Patrick 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; standard margin lending; derivatives.