The Financial Planning Association of Australia The Financial Planning Association of Australia

Oswaldo (Ozzy) Duque, CFP®

Name Oswaldo (Ozzy) DuqueCFP®
Company Fitzpatricks Private Wealth
Address Level 13
157 Ann Street
Brisbane City, QLD 4000
Phone 1300 464 625
Mobile 0408 079 461

As a qualified Financial Adviser, Oswaldo has worked within the financial services industry since 2013. He has worked for both boutique planning firms and for one of Australia’s largest Financial Institutions. Throughout his career, he has successfully delivered personalised financial advice to his clients, assisting them in taking control of their financial futures and navigating them through complex financial situations and market cycles.

Oswaldo’s expertise centres around providing personalised strategic advice on wealth creation, debt reduction and retirement planning strategies. He is passionate about assisting professionals, executives, retirees and their families maximise their financial position.

He believes the first key to success is having clear goals. As a Senior Financial Adviser, he prides himself on his ability to assist clients in identifying their own goals as well as the means of achieving their objectives. He places a great deal of importance on educating clients and enabling them to understand what changes it will take to achieve their goals. His aim is to provide clients with clear direction, helping them to engage in their finances and take control of their financial future.

Oswaldo holds a Bachelor of Business, an Advanced Diploma of Financial Planning and a Certified Financial Planner (CFP®) certification.

In recent years, Oswaldo has been invited to speak at a number of Education Queensland leadership seminars about the benefits of financial planning services.

Name Tag: Oswaldo Duque, Ozzy Duque, Ossy Duque, Ossie Duque, Ozzie Duque

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