STUART JAMES FITZPATRICK
Financial Adviser · The Branch, NSW
📚 Qualifications & Training
1995 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Charles Sturt University
2001 - CPA Program - Professional Designations - CPA Australia
2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2009 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2010 - Certified Financial Planner Program - Professional Designations - Financial Planning Association of Australia
2013 - RG146 Superannuation - - Infinity (was Terra Cordis)
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Mortgage & Finance Association
SMSF Association
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.