South Australia joins growing Fitzpatricks Private Wealth national presence
Adelaide-based Shane Case, CFP®, has become the latest accomplished financial adviser to join Fitzpatricks Private Wealth’s growing national network.
His arrival to the group signals the formation of Fitzpatricks Private Wealth South Australia, and bolsters recent high profile adviser arrivals from Tasmania, WA, the ACT, Queensland and NSW.
“We are delighted to see the Fitzpatricks strategy of expansion through selective partnership with high-quality advisers has given us a wider footprint beyond our traditional eastern seaboard base,” said Fitzpatricks Group Managing Director, John McMurdo.
“Shane Case is an experienced, client-centric advice professional and we welcome him to the firm. Shane will operate his practice under the Fitzpatricks brand from Adelaide, servicing clients in that city and also from the agriculture and fisheries hub of Port Lincoln, on the Eyre Peninsula.
“This is an exciting time for the firm as we look to further increase the support and service capability to our adviser network around the nation,” he said.
Shane Case says he has held diverse roles across his two decades in the financial advice sector, and the opportunity to return to guiding clients backed by a privately owned licensee with scale and resources was attractive.
“I derive great satisfaction from the client relationship aspect of being a financial planner – helping to guide a client from where he or she is today to where they plan to be tomorrow.