Financial Adviser
· KEW, VIC
Timothy Fitzpatrick
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251658
Timothy Fitzpatrick is a financial adviser based in Kew, Victoria, with 9 years of experience in the financial services industry since 2017. Timothy is currently authorised under Ethical Investment Services. Timothy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Timothy's qualifications include a Master of Commerce from Deakin University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor in Arts and Business
University of Southern Queensland
2013
Graduate Certificate of Economics
University of Queensland
2016
Diploma of Financial Planning
Kaplan
2018
Advanced Diploma of Financial Planning
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
Master of Commerce
Deakin University