Paul Fitzpatrick profile photo
4.95
30 Reviews

Paul Fitzpatrick

Emohruo Financial Services Pty Limited

Platinum
14 Yrs Experience
Camden, NSW 2570

Recent reviews

Emohruo Financial Services Pty Limited

Unit 4B, 20 Argyle Street
Camden, NSW 2570

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 30
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.95
30 Reviews
5
4
3
2
1
4.90
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 30

Sort by

5.00

"I found Paul to be very professional and all his advice came into fruition."

  • Government Assistance
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul was professional and had good expertise with the advice provided"

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul was very helpful to us when we were considering moving to a retirement village, and after our move , he became our financial adviser, and we are very happy with the help and advise he has given us."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul is very professional in his approach to financial needs. He delivers options and recomenadtions well suited to the financial issues. Paul takes time to listen to all concerns to ensure the correct advice is given."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

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

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Government Assistance
  • Aged Care
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 30

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Diploma of Superannuation Management

Level
5 - Diploma
Institution
Association of Superannuation Funds of Australia (ASFA)
Completed
2001

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Australian Catholic University (ACU)
Completed
2001

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
AMP Limited
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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