Financial Adviser
· MACKAY, QLD
Derek Jason Fitzgerald
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260349
Derek Jason Fitzgerald is a financial adviser based in Mackay, Queensland, with 22 years of experience in the financial services industry. Derek is currently authorised under Fitzwealth Financial Advice Pty Ltd. Derek 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 Financial Planning Association of Australia. Derek 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
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Graduate Dipolma of Personal Financial Planning
University of Southern Queensland
2005
Self Managed Superannuation Funds
Kaplan
2007
Certified Financial Planner
Financial Planning Association of Australia
2009
Life Risk Specialist
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Professional