PAUL ANTHONY WRATTEN

Financial Adviser Β· Chadstone, VIC

Registered

Registration Number

001242074

Registration Status

Registered

Location

Chadstone, VIC 3148

Providing Advice Since

2016

Registration Date

01/05/2019

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

πŸ“š Qualifications & Training

2011 - Bachelor of Commerce (major in financial planning) - Bachelor Degree (AQF 7) - Deakin University
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
2017 - Margin Lending (Personal Advice) - Other - Mentor Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.