Alf Priestley Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

Alf is a Certified Financial Planner who creates strategies and structures to enhance his clients’ quality of life. He works with his clients to not only build their assets but also to protect them from “Creditors & Predators”.

With over 20 years of financial services experience, Alf has had the opportunity to work with a number of Australia’s leading tax, legal and lifestyle planning specialists. This wealth of experience has helped him refine his skills to become what he terms an “Ideal Life Financial Organiser”.

In addition to his financial planning expertise, Alf conducts workshops in which he draws on his experience to share insights, tricks and traps. He provides guidance on how CEOs, Medical Specialists, Business Owners & Professionals might structure their affairs to more effectively enhance their life and safeguard their wealth and legacy.

Outside of business he loves spending time with his 5 girls, skiing, travelling and fly-fishing.

Qualifications/Memberships

  • Bachelor of Agricultural Science
  • Certified Financial Planner (CFP®)
  • Diploma of Financial Planning
  • Self Managed Superannuation Funds

Areas of expertise

Investment and Portfolio Construction

Retirement Planning and Pensions

Estate Planning

Asset Protection and Business Structures

Business Succession

Insurance advice for individuals and business owners

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Divorce and Financial Settlements

Strategic Financial Advice

Key Person Insurance Strategies

Experience

  • 20+ years
Contact Details
Alf Priestley

03 9804 7022

Request a meeting
104 McClelland Drive Langwarrin VIC 3910

03 9804 7022 - Fax: 03 9804 7630

Contact Alf Priestley

SUBSCRIBE TO THE NEWSLETTER

Stay informed and on top of your financial game plan.

LEARNING CENTRE

Visit our library of resources containing educational articles and videos to help you live a great life and to keep you updated on financial matters.

PRIVATE WEALTH PROGRAM

Our Private Wealth Program gives you a financial road map, including action plan to achieve your three and 10 year goals.