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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

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

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

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