Financial Adviser
· THE BRANCH, NSW
Stuart James Fitzpatrick
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000288994
Stuart James Fitzpatrick is a financial adviser based in The Branch, New South Wales, with 21 years of experience in the financial services industry. Stuart is currently authorised under Interprac Financial Planning Pty Ltd. Stuart 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 Program from Financial Planning Association of Australia. Stuart is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA), Mortgage & Finance Association and SMSF Association.
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
1995
Bachelor of Business (Accounting)
Charles Sturt University
2001
CPA Program
CPA Australia
2007
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2009
SMSF Specialist Advisor
SMSF Association
2010
Certified Financial Planner Program
Financial Planning Association of Australia
2013
RG146 Superannuation
Infinity (was Terra Cordis)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited