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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.

Qualifications/Memberships

  • Bachelor of Business
  • FPA Associate Member

Areas of expertise

Estate Planning

Insurance advice for individuals and business owners

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Contact details

Carrissa Mari

0402 075 060

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Level 23, 215 Adelaide Street, Brisbane
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Contact Carrissa Mari

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