DEREK JASON FITZGERALD
Financial Adviser Ā· Mackay, QLD
š Qualifications & Training
2004 - Graduate Dipolma of Personal Financial Planning - - University of Southern Queensland
2005 - Self Managed Superannuation Funds - - Kaplan
2007 - Certified Financial Planner - - Financial Planning Association of Australia
2009 - Life Risk Specialist - - Financial Planning Association of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.