Derek Jason Fitzgerald – Financial Adviser
Adviser identifying number: 260349
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: POWER 2 FINANCIAL PLANNING PTY LTD
Licence number: 307169
Licensee’s ABN: 67122107528
Licence controlled by:
The date the Financial Adviser commenced the appointment: 26/07/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: POWER 2 FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 307169
Authorised Representative’s ABN: 67122107528
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachlor of Psychology – James Cook University
- Certified Financial Planner – Financial Planning Association of Australia
- Graduate Dipolma of Personal Financial Planning – University of Southern Queensland
- Life Risk Specialist – Financial Planning Association of Australia
- Self Managed Superannuation Funds – Kaplan
Relevant memberships of professional bodies or industry associations:
Derek Jason Fitzgerald is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility