Qualifications/Memberships

• Diploma in Financial Planning (Deakin University)
• Certified Financial Planner ™(CFP) (Deakin University)
• Self Managed Superannuation Funds (Kaplan Professional)

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

Strategic Financial Advice

Experience

• First started as a financial adviser in 1997

Testimonials

“Glen is hands down one of the most impressive financial advisers that I have met in more than 5-years of meeting and working with financial advisers from all around the country. Glen reciprocates every effort you make, which leaves you fulfilled, energised and looking to extend yourself even more. I never felt a single minute spent with Glen was ever wasted. In my dealings with Glen I have found him to be principled, trustworthy and someone who navigates his business ambitions with a finely tuned moral compass. I believe Glen reflects in his efforts and his attitude the very highest standards the financial planning industry aspires to. I recommend him unreservedly to anyone seeking first class financial services”.

Scott Barlow – Investment consultant to financial planners; promoting risk-targeting as a superior method of portfolio construction.

“I can say without any hesitation, that the day we sat down with Glen was a turning point in our lives. We discussed where we were at, where we were heading and how we were going to get there. We had both felt for quite some time that we could be doing things more effectively, but we didn’t how to go about it. Glen opened our eyes up to lot of things that were missing or could be vastly improved in our “strategic plan.” I guess the best word to describe how Glen has helped us is – comprehensively! Our trust and faith in Glen’s expertise and ability is so unconditional that we have since recommended him to several of our family and friends.”

Simon Atkin. Director Chiropractic Plus Pty Ltd

“Being owners of a small business, and with a growing family, we were feeling very stressed about financial management. Once introduced to Fitzpatricks financial planning, our lives changed dramatically within a couple of months, and within 12 months, we had achieved all we set out to achieve to be financially organised and secure, both personally and professionally. We also set additional goals specifically with the business, which resulted in our business growing confidently. We now have a growing business, with effective tax planning and advisers who provide a high level of personal service and have our personal interests at heart.”

Rachel Metcalf – Project Manager, Specialised Geo