Financial Adviser · BRISBANE CITY, QLD

Mark Gerard Fitzpatrick

14 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000383149

Mark Gerard Fitzpatrick is a financial adviser based in Brisbane City, Queensland, with 14 years of experience in the financial services industry. Mark is currently authorised under Bridges Financial Services Pty Limited. Mark 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 from La Trobe University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities

Restrictions: Securities: advice is limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Business

La Trobe University

2008

FNS50804 Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Ltd

2010

FNS60404 Advanced Diploma of Financial Services (Financial Planning)

Kaplan Education Pty Ltd

2015

Tax for Financial Advising

Kaplan Professional Education

2016

Commercial Law

Kaplan Professional Education

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Bridges Financial Services Pty Limited

Nov 2024 - Present Current

Securities: advice is limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

QINVEST LIMITED

Dec 2014 - Jun 2019 Ceased

Westpac Banking Corporation

Apr 2012 - Nov 2014 Ceased

National Australia Bank Limited

Oct 2010 - Apr 2012 Ceased

Investment Gateway Pty Ltd

May 2009 - Oct 2010 Ceased

Source: ASIC Financial Advisers Register