(02) 8205 1228 [email protected]

Paul Fitzpatrick

Certified Financial Planner 

Paul Fitzpatrick

Paul Fitzpatrick

I have been working in financial services for over 20 years and am a Certified Financial Planner® – recognised as the highest designation for financial planners globally. I also hold a Business degree, Advanced Diploma of Financial Services (FP), a Diploma of Superannuation Management and I am an accredited Aged Care & Personal Injury Specialist Adviser™. I provide advice on most areas of financial planning in particular retirement planning, retirement villages and aged care financial advice. I also provide advice to individuals who have received a personal injury payment. I am very passionate about making a real and noticeable difference to our clients’ lives and take great pride in helping people achieve their goals and providing them with the peace of mind they are looking for.

Outside of work I enjoy spending time with my young family. I also enjoy keeping fit by regularly visiting my local gym and mountain bike riding. I am a keen supporter of the St George Illawarra Dragons.

My Specialisations

• Retirement Planning
• Aged Care
• Retirement Villages
• Financial Planning
• Investment Planning
• Superannuation
• Estate Planning
• Salary Packaging
• Wealth Management
• Debt Management
• Wealth Protection
• Personal Injury

My Qualifications

• Certified Financial Planner®
• Accredited Specialist Advisor in Aged Care, Personal Injury & Disability
• Bachelor of Business
• Associate Diploma in Business Studies
• Diploma of Financial Services
• Diploma of Superannuation Management
• Association of Superannuation Funds of Australia
• Advanced Diploma of Financial Services
• Justice of the Peace

Memberships & Associations
  • Certified Financial Planner® member of the Financial Planners Association (FPA)
  • Member of the Bupa Aged Care Financial Guidance Panel
  • Secretary of the Camden Chapter of the South West Networking Group
My Experience

Over 20 years of experience within the financial planning industry