BRUCE DUNCAN FITZPATRICK

Financial Adviser · Southport, QLD

Registered

Registration Number

000244836

Registration Status

Registered

Location

Southport, QLD 4215

Providing Advice Since

1999

Registration Date

08/12/2003

Financial Services Licensee

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Licence #000234951

📚 Qualifications & Training

1980 - Bachelor of Law - - The University of Sydney
2002 - Graduate Diploma of Financial Planning - - SECURITIES INSTITUTE
2004 - Self Managed Super Fund Course - - Tribeca
2008 - ASX Securities - - Savings Factory
2010 - Margin Lending - - Kaplan

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.