Financial Adviser
· NORTH SYDNEY, NSW
Christopher Fitzgerald
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001009381
About Christopher Fitzgerald
Christopher Fitzgerald is a financial adviser based in North Sydney, New South Wales, with 12 years of experience in the financial services industry since 2014. Christopher is currently authorised under Fortnum Advice. Christopher holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Christopher's qualifications include a Bachelor of Commerce (Accounting) from University of New South Wales. Christopher is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Commerce (Accounting)
University of New South Wales
2014
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2015
Margin Lending
Kaplan Higher Education Pty Limited
2016
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2021
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
Registration History
Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register