With over 10 years’ experience in the financial planning industry, José enjoys working with individuals and their families, helping them create, grow and protect their wealth whilst living a balanced lifestyle.
José focuses on helping clients get financially organised and make smart decisions about their money. Knowledgeable, honest and friendly, José provides his clients with guidance and security in all aspects of financial planning.
José takes time to understand what his clients’ goals and dreams are for the future. Strategies, unique to each client, are then implemented and regularly reviewed until their ultimate goals are achieved.
José is currently working towards attaining his Masters in Financial Planning and Certified Financial Planner (CFP) qualification.
Outside of work, José enjoys spending time at the beach with his wife and three kids, and his new impact driver…it’s got plenty of torque! His hobbies include photography, soccer, surfing, mountain biking, building things and playing guitar.
- Member of the Financial Planning Association
- Graduate Diploma in Financial Planning (Kaplan)
- Tax (financial) Adviser
Areas of expertise
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Investment and Portfolio Construction
Strategic Financial Advice
- Over 10 years’ experience in the financial planning industry
José Hernandez is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.