DEREK JASON FITZGERALD (Adviser# 000260349) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 26, 2010.
| Register Name | Financial Advisers |
| Adviser Name | DEREK JASON FITZGERALD |
| Adviser Number | 000260349 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2004 |
| Financial Service (AFS) Licence |
Licence# 000307169 POWER 2 FINANCIAL PLANNING PTY LTD |
| Licence ABN | 67122107528 |
| Adviser Start Date | 2010-07-26 |
| Appointing Representative Name | POWER 2 FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000307169 |
| Appointing Representative ABN | 67122107528 |
| Memberships | Financial Planning Association of Australia (FPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| 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 |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000307169 | POWER 2 FINANCIAL PLANNING PTY LTD | 2010-07-26 - | POWER 2 FINANCIAL PLANNING PTY LTD |
| Licence Name | POWER 2 FINANCIAL PLANNING PTY LTD |
| Licence Number | 000307169 |
| Licence ABN | 67122107528 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LEESA MICHELLE GRAHAM | Power 2 Financial Planning Pty Ltd | Current | 2017-10-09 |
| MELISSA UREN | Power 2 Financial Planning Pty Ltd | Ceased | 2017-06-29 |
| JOHN MICHAEL CARROLL | Power 2 Financial Planning Pty Ltd | Current | 2008-11-18 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| LEESA MICHELLE GRAHAM | Power 2 Financial Planning Pty Ltd | Current | 2017-10-09 |
| MELISSA UREN | Power 2 Financial Planning Pty Ltd | Ceased | 2017-06-29 |
| JOHN MICHAEL CARROLL | Power 2 Financial Planning Pty Ltd | Current | 2008-11-18 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.