Financial Adviser · BONOGIN, QLD

Drew Fitzgerald Partridge

12 Years experience
Tax advice
authorised
Currently at
Ivanhoe East, VIC
ASIC Registered · ADV 001003906

Drew Fitzgerald Partridge is a financial adviser based in Bonogin, Queensland, with 12 years of experience in the financial services industry. Drew is currently authorised under Mfg Advice Pty Ltd. Drew 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 Bachelor of Business (Economics) from Queensland University of Technology (QUT).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1996
Bachelor of Business (Economics)
Queensland University of Technology (QUT)
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2016
Margin lending Adviser (Personal Advice)
Mentor Education
2016
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2024
Graduate Diploma of Applied Finance
Kaplan Professional

Registration History

Oct 2024 - Present Current
Aug 2021 - Oct 2024 Ceased
ACN 608 358 461 PTY LTD
Nov 2020 - Aug 2021 Ceased
Jan 2020 - Oct 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Oct 2017 - Dec 2019 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Jul 2017 - Aug 2017 Ceased
ACN 143 933 644 PTY LTD
Nov 2015 - Apr 2016 Ceased
Jun 2015 - Jul 2017 Ceased
Nov 2014 - Nov 2015 Ceased
Not authorised to provide personal advice on SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register