Financial Adviser
· OSBORNE PARK, WA
Mitchell James Fritz
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233322
Mitchell James Fritz is a financial adviser based in Osborne Park, Western Australia, with 11 years of experience in the financial services industry. Mitchell is currently authorised under Godfrey Pembroke Group Pty Ltd. Mitchell 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 Commerce (Finance and Business Law) from Murdoch University.
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
2013
Bachelor of Commerce (Finance and Business Law)
Murdoch University
2013
FNS50610 Diploma of Financial Planning
Kaplan Professional Education
2015
FNSASICT503A Provide Advice in Managed Investments
Pinnacle Financial Services Academy
2017
Advanced Diploma of Financial Planning FNS60415
Mentor Education Group
2018
Margin Lending Adviser (Personal Advice)
Mentor Education Group
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not Authorised for SMSF
MAGNITUDE GROUP PTY LTD
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register