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Overall Adviser Rating
Average Customer Rating
Percentage of Positive Reviews
All levels of wealth investment
All levels of income
"Paul has a warm and friendly manner. He is very knowledgeable in all aspects of being a financial adviser and planner. "
"Paul has fulfilled all our expectations.
"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. "
For the past 17 years I’ve been working as a financial advisor helping superannuation investors, small business owners (including farmers) and direct share enthusiasts on how to take back control of their financial situation from the banks and the large institutions.
We are currently importing all qualifications and memberships from the ASIC register - please go to MoneySmart link here and lookup
Unit 4B20 Argyle Street, CamdenNSW 2570 Australia
"Paul's a great guy, easily worth the drive."
"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."
"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."
"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 "
"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. "
"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. "
"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.
"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. "
"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"
"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."
"we find Paul very professional and helpful in making sure that we are getting the most out of our investments and our retirement plan "
"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."
"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. "
"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. "
"Paul has been helpful in getting my financial affairs organised and consolidated making me feel more confident about my impending retirement."
"Paul provides timely, strategic and practical advice. I feel very confident in his expertise and trust his recommendations."
"Paul Fitzpatrick is a great financial advisor. He has a very professional approach whilst making my super investments very understandable . I have complete faith in his advise & handling of my super investments for my future."
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Adviser Ratings Pty Ltd (ABN 18 154 273 640 ) (AR 466730 ) is a Corporate Authorised Representative of IPraxis Pty Ltd (ABN 39 114 365 007) the holder of Australian Financial Services Licence No. 329337.
Level 2, 50 Bridge Street, Sydney, NSW 2000, Australia
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)
Quality of Advice: 97%
Customer Satisfaction: 99%