Paul Wratten

Statewide Advice Pty Ltd

Silver
8 Yrs Experience
Chadstone, VIC 3148

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Predominantly fixed-fee, but capped at a percentage of FUM to ensure clients wealth grows.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Statewide Advice Pty Ltd

Waterman Business Centres, Suite 135, Level 2 UL40, 1341 Dandenong Rd
Chadstone, VIC 3148

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135