Derek Jason Fitzgerald
Financial Adviser in Mackay, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260349
- Location
- Mackay QLD 4740
- Licensee
- Fitzwealth Financial Advice Pty Ltd (AFSL 307169)
- Authorised since
- 26 July 2010
- First provided advice
- 2004
- Qualifications
- Graduate Dipolma of Personal Financial Planning, University of Southern Queensland (2004); Self Managed Superannuation Funds, Kaplan (2005); Certified Financial Planner, Financial Planning Association of Australia (2007); Life Risk Specialist, Financial Planning Association of Australia (2009); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Derek Jason Fitzgerald
Derek Jason Fitzgerald is a financial adviser in Mackay, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000260349.
The licensee Derek advises under is Fitzwealth Financial Advice Pty Ltd (AFS licence 307169). The current authorisation started on 26 July 2010.
The register records 2004 as the year Derek first provided financial advice. Qualifications and training on file include Graduate Dipolma of Personal Financial Planning (University of Southern Queensland, 2004), Self Managed Superannuation Funds (Kaplan, 2005) and Certified Financial Planner (Financial Planning Association of Australia, 2007). Derek is recorded as a member of Financial Advice Association of Australia (FAAA).
Derek is authorised to advise 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 Derek Jason Fitzgerald a registered financial adviser?
Yes. Derek Jason Fitzgerald is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260349.
Which licensee does Derek Jason Fitzgerald work under?
Fitzwealth Financial Advice Pty Ltd, Australian financial services licence 307169.
What can Derek Jason Fitzgerald 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.