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.
Predominantly fixed-fee, but capped at a percentage of FUM to ensure clients wealth grows.
As always, Paul was exceptionally friendly and informative. He has a wealth of knowledge and knows how to explain the information to you clearly and without overloading you. Its nice to finish the conversation feeling more knowledgable and with the confidence to proceed with my financial endeavours.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2016
- Years of experience 8
- Certified Financial Planner (CFP)
Statewide Advice Pty LtdWaterman Business Centres, Suite 135, Level 2 UL40, 1341 Dandenong Rd
Chadstone, VIC 3148
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
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