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  3. Drew Fitzgerald Partridge

Drew Fitzgerald Partridge

Name
Drew Fitzgerald Partridge
ID
1003906
ABN
–
First Provided Advice
2014

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1996 - Bachelor of Business (Economics) - - Queensland University of Technology (QUT)
  • 2016 - Advanced Diploma of Financial Planning - - Kaplan Professional
  • 2016 - Margin lending Adviser (Personal Advice) - Other - Mentor Education
  • 2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • CFP - Certified Financial Planner (FPA)
  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Acn 608 358 461 Pty Ltd (#499203)
Commenced
Nov. 2, 2020
Ceased
Aug. 3, 2021
Status
Ceased
Licence Holder
Amp Financial Planning Pty Limited (#232706)
Commenced
Jan. 9, 2020
Ceased
Oct. 4, 2020
Status
Ceased
Licence Holder
Havana Financial Services Pty Ltd (#500435)
Commenced
Aug. 3, 2021
Ceased
Oct. 1, 2024
Status
Ceased
Licence Holder
Psk Advisory Services Pty Ltd (#234656)
Commenced
Oct. 10, 2017
Ceased
Dec. 11, 2019
Status
Current
Licence Holder
Mfg Advice Pty ltd (#499010)
Commenced
Oct. 1, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Acn 143 933 644 Pty Ltd (#423717)
Commenced
Nov. 12, 2015
Ceased
April 11, 2016
Status
Ceased
Licence Holder
Commonwealth Financial Planning Limited (#231139)
Commenced
Nov. 24, 2014
Ceased
Nov. 6, 2015
Status
Ceased
Licence Holder
National Australia Bank Limited (#230686)
Commenced
June 10, 2015
Ceased
July 25, 2017
Status
Ceased
Licence Holder
National Australia Bank Limited (#230686)
Commenced
July 26, 2017
Ceased
Aug. 25, 2017