Paul Fitzpatrick
Financial Adviser in Sutherland, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000320839
- Location
- Sutherland NSW 2232
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 25 July 2023
- First provided advice
- 2008
- Qualifications
- Bachelor of Business (Marketing), Australian Catholic University (2001); Diploma of Financial Services (Financial Planning), AMP Financial Planning (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Certified Financial Planner, FAAA (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Fitzpatrick
Paul Fitzpatrick is a financial adviser in Sutherland, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000320839.
Paul provides advice as an authorised representative of Millennium 3 Financial Services Pty Ltd, which holds Australian financial services licence 244252. That authorisation dates from 25 July 2023.
The register records 2008 as the year Paul first provided financial advice. The qualifications listed for Paul include Bachelor of Business (Marketing) (Australian Catholic University, 2001), Diploma of Financial Services (Financial Planning) (AMP Financial Planning, 2007) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011). Paul is recorded as a member of Financial Advice Association of Australia (FAAA).
Paul is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide SMSF advice.”
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Questions people ask
Is Paul Fitzpatrick a registered financial adviser?
Yes. Paul Fitzpatrick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000320839.
Which licensee does Paul Fitzpatrick work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Paul Fitzpatrick give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide SMSF advice."