Carrissa Mari Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
A financial adviser to ultra-high net worth individuals and families, Carrissa is an objective sounding board, helping people make smart financial decisions and achieve their life goals. Whilst highly capable to manage their own financial wealth, they have chosen to work with Carrissa to enable them to focus on other life passions.
Carrissa’s clients trust her implicitly. Knowing this, she feels privileged in being pivotal in the management of her clients’ financial position, as well as assisting in their non-financial goals for the future.
With over 15 years’ experience in financial services and 12 years specialising in providing holistic advice, Carrissa’s focus
is on building long-term relationships. She enjoys helping people in their various stages of their life, from accumulating
their wealth through to retirement and beyond so they can handover to the next generation with confidence.
In Carrissa’s downtime, she enjoys being out and about with family and friends, or cooking up a storm in the kitchen.
- Bachelor of Business
- FPA Associate Member
Areas of expertise
Investment and Portfolio Construction
Insurance advice for individuals and business owners
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Divorce and Financial Settlements
Strategic Financial Advice