Professional Advisers Choose Fitzpatricks in National Search
Fitzpatricks Private Wealth today announced that the former BDO Wealth Management (NSW) group had joined Fitzpatricks.
Sidney Lim, Managing Director of BDO Wealth Management (NSW) said that his team had “conducted an extensive search over the last year for a wealth management firm that lived the professional values and standards that his group has delivered and valued for many years”. “We have been thoroughly impressed by the professionalism, ethics and caliber of the Fitzpatricks team, and we are delighted to be part of this professional firm.”
John McMurdo, Managing Director of Fitzpatricks Private Wealth said that Sidney Lim and the former BDO team were “a perfect fit with Fitzpatricks”. “They practice the same client first approach to business and are utterly professional in their approach”. They have built a great business serving high net worth clients and the team at Fitzpatricks look forward to helping them deliver even more for their clients”.
Sidney Lim added that “not only is the advice approach of Fitzpatricks up there with the best he has seen, but the investment management methodology via their subsidiary, Atrium Investment Management, has delivered outstanding results for clients over many years. These two factors combined were key to our choice of Fitzpatricks”.
The Fitzpatricks group recently announced the appointment of McMurdo as group Managing Director and Chris Cuffe as a Director. The group already strong in Brisbane and Sydney with offices in other major cities, plans to expand its national presence but with strict admittance criteria. The firm models itself on a professional services ethos with high expectations on professional standards and client care.