Bruce Duncan Fitzpatrick
Financial Adviser in Southport, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000244836
- Location
- Southport QLD 4215
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 8 December 2003
- First provided advice
- 1999
- Qualifications
- Bachelor of Law, The University of Sydney (1980); Graduate Diploma of Financial Planning, Securities Institute (2002); Self Managed Super Fund Course, Tribeca (2004); ASX Securities, Savings Factory (2008); Margin Lending, Kaplan (2010)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Bruce Duncan Fitzpatrick
Bruce Duncan Fitzpatrick is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Southport, Queensland (adviser number 000244836).
Bruce provides advice as an authorised representative of Professional Investment Services Pty Ltd, which holds Australian financial services licence 234951. The current authorisation started on 8 December 2003.
According to the register, Bruce first provided financial advice in 1999. Qualifications and training on file include Bachelor of Law (The University of Sydney, 1980), Graduate Diploma of Financial Planning (Securities Institute, 2002) and Self Managed Super Fund Course (Tribeca, 2004).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Bruce Duncan Fitzpatrick a registered financial adviser?
Yes. Bruce Duncan Fitzpatrick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000244836.
Which licensee does Bruce Duncan Fitzpatrick work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Bruce Duncan Fitzpatrick give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.