Well-respected Victorian financial advisers join Fitzpatricks
Accomplished Melbourne Advisers to complement growing Fitzpatricks Professional Network
Two senior, well-respected Victorian financial advisers will join on 7 December 2015 to practice under the Fitzpatricks AFSL in a further sign of the concentration of high quality advice practitioners within the licensee’s growing national network.
Joining to operate from Fitzpatricks Collins Street, Melbourne offices, are Bev Manallack CFP and Heather Boughton CFP. Each brings many years’ experience guiding clients on personal wealth matters and a dedication to the client’s best outcomes. Both join Fitzpatricks from IPAC.
Ms Manallack is regarded highly for her dedication to long-term personal relationships with her clients and extensive experience in superannuation and self-managed superannuation funds, retirement planning, cash flow management and wealth creation.
“I particularly enjoy the satisfaction gained from working alongside clients to achieve their goals and objectives,” she said.
“I am very pleased to have found a great cultural fit of excellence and client focus at Fitzpatricks, and I look forward to settling in to the firm throughout December and into the New Year.”
Similarly, Heather Boughton brings a reputation for outcomes-based performance as a mentor and strategic financial adviser to her clients.
“The Fitzpatricks brand has garnered strong recognition for its focus on the specialist needs of higher net worth clients and successful families. This focus and a parallel ethical culture of absolute client best interest advice is what attracted me to make the move to Fitzpatricks,” she said.
Fitzpatricks CEO, John Woodley, said the firm is delighted with its most recent arrivals and the bolstering of an existing presence in the Victorian capital. “The leadership team is thrilled to continue to offer a mutually complementary home to excellent advisers of the calibre of Bev and Heather,” Mr Woodley said.
“We welcome each to their new advisory positions at Fitzpatricks and look forward to the contribution each will make to the ongoing development of our business but more importantly, the shared skills and learnings amongst their professional colleagues.”
About Bev Manallack
Bev has a career spanning 24 years in financial services sector (15 as a financial planner) and brings diverse life experience to her mentoring and client advisory roles. Prior to pursuing a career in Financial Advice, Bev worked in a number of roles, including at Parliament House in Canberra, accounting firms and a family public relations company.
About Heather Boughton
The past 27 years has seen Heather working in the financial services sector, 18 of which spent advising clients in investment, superannuation, self-managed superannuation funds, retirement planning, strategic planning, estate planning strategies, insurance, taxation strategies, and business and investment structuring.
Heather provides guidance and security to clients and enjoys providing peace of mind knowing clients’ affairs are in safe hands. Heather approaches financial planning as a lifelong journey, and project manages a client’s entire position, taking pride in the ongoing individual care each client receives.