Yannick Fitzsimmons
Financial Adviser
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About
Yannick Fitzsimmons is an ASIC-registered financial adviser based in Hermit Park, QLD, dedicated to helping clients achieve their financial goals. With a Diploma of Financial Planning from Kaplan (2017) and a Bachelor of Business from RMIT (2024), Yannick possesses a strong foundation in financial principles and a commitment to ongoing professional development. Authorised to provide advice on superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), Yannick offers tailored solutions to meet your specific needs. Whether you're planning for retirement, protecting your family, or growing your wealth, Yannick can provide the expert guidance you need. Key services include: • Superannuation advice • Insurance solutions • Investment Life Insurance • Life Risk Insurance Ready to take control of your financial future? Contact Yannick Fitzsimmons today to schedule a consultation and discuss your unique circumstances.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Yannick Fitzsimmons offer?
Yannick Fitzsimmons specialises in superannuation advice, insurance solutions (including Investment Life Insurance and Life Risk Insurance).
What qualifications does Yannick Fitzsimmons have?
Yannick holds a Diploma of Financial Planning from Kaplan (2017) and a Bachelor of Business from RMIT (2024).
How can Yannick Fitzsimmons help me with my superannuation?
Yannick can provide advice on superannuation strategies, including contributions, investment options within your super fund, and retirement planning.
What is the process of working with Yannick Fitzsimmons?
The process typically starts with an initial consultation to understand your financial goals and current situation. Yannick will then develop a tailored financial plan based on your needs and provide ongoing support to help you achieve your objectives.
What should I expect during my first meeting with Yannick Fitzsimmons?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. This meeting is an opportunity for Yannick to understand your needs and determine how he can best assist you.
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