MITCHELL JAMES FRITZ

Financial Adviser · Balcatta, WA

Registered

Registration Number

001233322

Registration Status

Registered

Location

Balcatta, WA 6021

Providing Advice Since

2015

Registration Date

22/10/2018

Financial Services Licensee

NATIONAL AUSTRALIA BANK LIMITED

Licence #000230686

📚 Qualifications & Training

2013 - Bachelor of Commerce (Finance and Business Law) - Bachelor Degree (AQF 7) - Murdoch University
2013 - FNS50610 Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education
2015 - FNSASICT503A Provide Advice in Managed Investments - Diploma (AQF 5) - Pinnacle Financial Services Academy
2017 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Mentor Education Group
2018 - Margin Lending Adviser (Personal Advice) - Diploma (AQF 5) - Mentor Education Group
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

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.