For Consumers

For Advisers

Connect with us

MENU
FIND AN ADVISER
Paul Fitzpatrick

 Paul Fitzpatrick

Share profile:
20 Argyle Street Unit 4B
Camden
NSW
2570
AU

Overview

Paul Fitzpatrick Paul Fitzpatrick

total Reviews

26

Experience

9yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Emohruo Financial Services Pty Ltd
Emohruo Financial Services Pty Ltd

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

AMP Limited
AMP Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care

Latest Customer Reviews (3 of 26 total)See all

"i have always found Paul's conduct and advise to be of a most professional and helpful manner."

John, 65+ 20 Mar 2017

"Paul has a warm and friendly manner. He is very knowledgeable in all aspects of being a financial adviser and planner. "

Peter, 56-65 17 Feb 2017

"Paul has fulfilled all our expectations. Geoff. 2315"

Geoffrey, 65+ 9 Nov 2016

History & Qualifications

Awards
  • No award found
Years of experience
  • 9 years total experience

Location & Contact


Contact details

Unit 4B
20 Argyle Street, Camden
NSW 2570 Australia

Customer Reviews

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 26 Total Reviews
John, 65+20 Mar 2017
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

"i have always found Paul's conduct and advise to be of a most professional and helpful manner."

Peter, 56-6517 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul has a warm and friendly manner. He is very knowledgeable in all aspects of being a financial adviser and planner. "

Geoffrey, 65+09 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul has fulfilled all our expectations. Geoff. 2315"

Rebecca, 35-4505 Oct 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul, is so knowledge and helpful, I would recommend him to anyone looking for assistance with savings and investments. He has put me on the right path for my financial future. "

Kane, Under 3529 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul's a great guy, easily worth the drive."

Annette, 46-5520 Jul 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We'd highly recommend you use Paul like others we've referred as you will always receive confidential sound helpful advise that he will then help implement once you've all agreed on the best way forward."

Jan, 56-6510 Jun 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul was recommended to me by a friend who thought he would be able to assist me with the best way to provide my mother with the best possible finance options as she was moving into a low care facility. Paul was most professional & fully understood what I needed to do for mum. The meetings with Paul were never rushed and he always explained everything in an easy to understand way. I would highly recommend Paul to anyone."

Barry, 65+15 May 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I went to discus my personal financial position with Paul as recent changes to the superannuation scheme had a devastating impact on my wife's and my financial situation. After explaining the situation to him , he methodically put "pen-to-paper" and worked out in detail how these changes affected us. While my visit to Paul was was that of consultation and verification of how the changes affected us, his true professional manner and expertise in explaining everything to me in "layman's" terms was something I very much appreciated. Therefore I have no hesitation in recommending him to any of my friends and family. Barry 2567 "

Graham and Kathy, 35-4521 Apr 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"My wife and I have had Paul as our advisor for a number of years now and we have found his professionalism and communication second to none. There is no 'hard sell' of any product or proposals. Paul takes the time to listen to us and to discuss with us the best options for investing in our future and achieving our dreams. "

Greg, 56-6520 Apr 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"The advise we were seeking was on aged care which we found no many Financial Advisers have the expertise that Paul has. This advise in this particular area is very crucial as the wrong advice could prove to be very costly. I have recommended Paul to family and friends. The feedback has been very positive from people who have been in the financial area for over forty years and thought they had a reasonable understanding until Pauls advise. "

sylvia , 65+06 Apr 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul helped out greatly with my mother when my father passed away. He was patient and very helpful. He listened and advised my mother of her options. He explained things in a way that we could understand; he didn't make us feel stupid in fact he made us feel good. It was lovely that he came out to us as it was awkward for mum to get to him. Sylvia 2216"

Karolina , 46-5512 Mar 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have had Paul as my adviser for some years now and he has been very helpful with advising on strategies for my super as well as income protection. As my super grows i will continue to have Paul oversee my policy snd advise the best ways to achieve my goals. He offers advice in simple terms so that i understand everything and always follows up on any questions i have. "

Susitina, 35-4527 Feb 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I recommend my financial adviser Paul Fitzpatrick to all my friends and family.His advice and performance regarding my super and insurance are very professional, well organized and easily understood. He listens attentively to my needs and he sincerely cares about fulfilling my goal regarding my financial well being.My husband and I would like to thank Paul from the bottom of our hearts for all his help , we really appreciate everything he has done for us. Thank you so much. Regards Susitina 2566"

Keith, 65+24 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We consulted Paul for advice on aged Care and the financial advice needed in this very complicated field for an aged member of our family. I found Pauls' advice and very well presented report was extensive and very detailed and a very good reference to go back to as time moves on. More recently we had further questions and once again he took ample time from his busy day to answer our questions and advise further."

Ron , 56-6517 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"we find Paul very professional and helpful in making sure that we are getting the most out of our investments and our retirement plan "

Louise, 46-5516 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I feel that the financial advice Paul gives, he would use for himself. He puts the needs of his clients first and takes the extra effort to get things done."

Judith, 56-6501 Dec 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul provides excellent ongoing support with periodic reviews of my portfolio. I am comfortable and confident with any recommendations he makes. To disclose your personal financial affairs to someone is not easy however I trust in Paul’s professional integrity implicitly. I am confident in Paul’s expertise in assisting me to achieve my objectives in my transition to retirement. "

Amanda, Under 3502 Oct 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul has helped me greatly with my finances. He has explained everything so that I can understand what each process is and how it will effect me. His knowledge and professionalism has been much appreciated. "

ian, 56-6503 Sep 2015
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Paul has been helpful in getting my financial affairs organised and consolidated making me feel more confident about my impending retirement."

Tamela, 65+26 Aug 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Paul provides timely, strategic and practical advice. I feel very confident in his expertise and trust his recommendations."

1 2
       

Vouch for & Skills Ranking

2

Number of advisers who vouch for the integrity of this adviser

2

AMP FINANCIAL PLANNING PTY LIMITED
CHARTER FINANCIAL PLANNING LIMITED

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
12
Customers

#2
Preparing For Retirement
STRENGTH
9
Customers

#3
Savings Investment
STRENGTH
8
Customers

#4
Aged Care
STRENGTH
6
Customers

#5
Insurance Protection
STRENGTH
5
Customers

x

Overall rating

100%

Paul Fitzpatrick

Company: Emohruo Financial Services Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Paul Fitzpatrick is a member of and in what capacity, the licensee or company of Paul Fitzpatrick and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Paul Fitzpatrick (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 75%

Quality of Advice: 97%

Customer Satisfaction: 99%