Stephanie Patrick
KODA CAPITAL PTY LTD · Melbourne VIC 3000 · Advising since 2011
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000414199
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- KODA CAPITAL PTY LTD · AFSL 452581Since 17 October 2025
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 2011
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Derivatives
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTOct 2025 – presentKODA CAPITAL PTY LTD · AFSL 452581
- CEASEDMay 2022 – Sep 2025HEWISON & ASSOCIATES PTY. LTD. · AFSL 227185
- CEASEDDec 2020 – May 2022CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative ARGENT STREET PTY LTD (no. 000453150)
- CEASEDMay 2018 – Dec 2020FINANCIAL SERVICES PARTNERS PTY LIMITED · AFSL 237590
- CEASEDJan 2018 – Mar 2018MAGNITUDE GROUP PTY LTD · AFSL 221557Through authorised representative CATALYST FINANCIAL GROUP PTY LTD (no. 000327986)
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
SMSF Specialist Advisor (SSA) Program
SMSF Association · 2023 · Professional Designations
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education · 2020 · Bridging Course - Ethics
CFPCertification Program
Financial Advice Association of Australia (FAAA) · 2014 · Professional Designations
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education · 2011 · Diploma (AQF 5)
Bachelor of Arts (Journalism) / Bachelor of Commerce (Finance)
Monash University · 2010 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Stephanie Patrick claims the profile.
Reviews
Not yet reviewed
No client has reviewed Stephanie Patrick on Souffle yet.
Contacting Stephanie Patrick
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
KODA CAPITAL PTY LTD · AFSL 452581
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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