Paul Wratten CFP is both an owner/director and financial adviser with Statewide Advice, based in the eastern suburbs of Melbourne and serving clients across Victoria. He has been in financial services for 21 years, and a licensed financial adviser since 2016.
Paul specialises in wealth creation and protection strategies using superannuation, managed investments, insurance and debt. He has a keen interest in assisting his clients to navigate the ever-changing investment landscape in Australia, as well as helping clients adopt technological innovation where appropriate.
Paul holds a Bachelor of Commerce with majors in Financial Planning and eBusiness, a Diploma of Financial Planning, a Diploma of Financial Services and is a CFP member of the Financial Planning Association (FPA) and abides by their code of professional conduct and ethics.
Paul is a Sub-Authorised Representative of Statewide Advice Pty. Ltd., Corporate Authorised Representative No. 1275403 Authorised Representative No. 1242074.
Expertise
My fees
Predominantly fixed-fee, but capped at a percentage of FUM to ensure clients wealth grows.
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 1
- First year providing advice 2016
- Years of experience 9
-
Highest qualification
- Bachelor of Commerce (Financial Planning)
-
Language spoken
- English
Statewide Advice Pty Ltd
Waterman Business Centres, Suite 135, Level 2 UL40, 1341 Dandenong RdChadstone, VIC 3148
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Wealth Today Pty Ltd
AFSL 340289