Timothy Fitzpatrick
Financial Adviser in Kew, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001251658
- Location
- Kew VIC 3101
- Licensee
- Ethical Investment Services Pty Ltd (AFSL 222690)
- Authorised since
- 30 May 2017
- First provided advice
- 2017
- Qualifications
- Bachelor in Arts and Business, University of Southern Queensland (2008); Graduate Certificate of Economics, University of Queensland (2013); Diploma of Financial Planning, Kaplan (2016); Advanced Diploma of Financial Planning, Kaplan (2018); Ethics and Professionalism in Financial Advice, Kaplan (2019); Master of Commerce, Deakin University (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Timothy Fitzpatrick
On the Financial Advisers Register kept by ASIC, Timothy Fitzpatrick appears as a current financial adviser in Kew, Victoria, adviser number 001251658.
The licensee Timothy advises under is Ethical Investment Services Pty Ltd (AFS licence 222690). The current authorisation started on 30 May 2017.
The register records 2017 as the year Timothy first provided financial advice. The qualifications listed for Timothy include Bachelor in Arts and Business (University of Southern Queensland, 2008), Graduate Certificate of Economics (University of Queensland, 2013) and Diploma of Financial Planning (Kaplan, 2016).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Timothy Fitzpatrick a registered financial adviser?
Yes. Timothy Fitzpatrick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001251658.
Which licensee does Timothy Fitzpatrick work under?
Ethical Investment Services Pty Ltd, Australian financial services licence 222690.
What can Timothy Fitzpatrick give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.