Fitzpatricks continues to rank with quality advice firms
Brisbane-based financial advisory firm Highland Financial has aligned its practice under the Fitzpatricks Private Wealth license in a further continuation of high calibre advisory firms joining the licensee’s national network.
Highland Financial founder and principal, Chris Wren, says he has operated his fee-based financial advice firm for 10 years.
“I’ve been a financial planner for 10 years, looking – unsuccessfully – for a collaborative, privately owned network for 10 years.”
“Ultimately I am very pleased to have discovered a licensee that shares common cultural values built around the core principle of client-first outcomes,” he said.
“Our core values consist of life balance and family and clients’ needs first. Highland Financial operates on a fee-based model.”
Mr Wren is a passionate advocate for clients drawn largely from professional vocations and small-to-medium enterprises (SMEs). He has written a book on financial and business planning for the healthcare and dentistry profession, and has authored a series of business planning tools for business owners.
Fitzpatricks Group CEO, John McMurdo, said the business is pleased with its selective growth strategy of attracting senior, high quality financial advisers to the firm.
“Highland Financial embodies the essence of our approach: to seek culturally aligned, fee-based advisory businesses that are making a difference in the lives of their clients.
We welcome Chris and his entrepreneurial spirit to the Fitzpatricks group,” Mr McMurdo said.