Financial Adviser
· SOUTHPORT, QLD
Bruce Duncan Fitzpatrick
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244836
Bruce Duncan Fitzpatrick is a financial adviser based in Southport, Queensland, with 27 years of experience in the financial services industry. Bruce is currently authorised under Professional Investment Services Pty Ltd. Bruce 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 Law from The University of Sydney.
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
1980
Bachelor of Law
The University of Sydney
2002
Graduate Diploma of Financial Planning
SECURITIES INSTITUTE
2004
Self Managed Super Fund Course
Tribeca
2008
ASX Securities
Savings Factory
2010
Margin Lending
Kaplan
Registration History
Source: ASIC Financial Advisers Register