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.
- 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
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Small to Medium Enterprises (SME)
Divorce and Financial Settlements
Strategic Financial Advice
Key Person Insurance Strategies
- 20+ years