Financial Adviser · SUTHERLAND, NSW

Paul Fitzpatrick

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000320839

Paul Fitzpatrick is a financial adviser based in Sutherland, New South Wales, with 18 years of experience in the financial services industry. Paul is currently authorised under Millennium 3 Financial Services Pty Ltd. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from FAAA. Paul is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Business (Marketing)

Australian Catholic University

2007

Diploma of Financial Services (Financial Planning)

AMP Financial Planning

2011

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2011

Certified Financial Planner

FAAA

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Millennium 3 Financial Services Pty Ltd

Jul 2023 - Present Current

Not authorised to provide SMSF advice.

Akumin Financial Planning Pty Limited

Dec 2007 - Jul 2023 Ceased

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