Fitzpatricks was founded in 1987
by Scott Fitzpatrick in Sydney.
“Our aim is to help you become ‘financially well organised’ by creating and project managing your life plan…helping you to live life on purpose.”
FITZPATRICKS PRIVATE WEALTH
Scott was one of Australia’s pioneers of a client centric advice model based around truly understanding clients needs and charging fees for the advice provided, rather than commissions on products sold.
By the early 2000’s Scott and business partner John Woodley were being approached by other quality financial planners attracted to the innovative and distinctive client model. As a result, Fitzpatricks slowly evolved into a national firm of like-minded individuals who embodied our culture and shared our ideals.
LEAD ADVISERS
Members of the group in fact are in significant demand to train other advisers in the highly recognised “Lead Adviser” program.
The firm is now nationally recognised as having arguably the leading client centric advice process in Australia. Members of the group in fact are in significant demand to train other advisers in the highly recognised
“Lead Adviser” program.
