Leonard Gennusa Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Leonard is passionate about building long-term relationships with his clients by providing them with a personal and structured service. He approaches a financial plan as a lifelong strategy and takes pride in the ongoing care his clients receive. Working with his clients through the entire process of achieving their financial goals Leonard is committed to providing the best in professional advice with personal service.
Leonard has over 15 years of experience in the financial services industry, and is the well-respected and trusted adviser to over 60 High Net Worth individuals. Amongst Leonards clients are a number of Business Partners and Corporate Executives, including 43 partners of Deloitte, a major international accounting and consulting firm.
Away from work, Leonard enjoys having down time with the kids, spending time in the water surfing and paddle boarding, good food and wine, and travel.
Qualifications/Memberships
- Bachelor of Engineering (UNSW)
- Advanced Diploma of Financial Services (Kaplan)
- Estate Planning Specialist (UTS Faculty of Law)
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
Small to Medium Enterprises (SME)
Debt Management
Divorce and Financial Settlements
Strategic Financial Advice
Key Person Insurance Strategies
Experience
- 6 years Senior Financial Adviser with Fitzpatricks Private Wealth
- 15 years financial services
- 10 years IT Management
Testimonials
“For the last five years Leonard Gennusa has been my Financial Adviser. Through difficult times Leonard has taken care of my affairs, always been honest with me and displayed professional conduct throughout. I’ve always felt that Leonard has my agenda foremost, not his own. I have confidence knowing that Leonard is looking after our affairs and is just a phone call away.”
Terry Rooney: Partner of Deloitte for 20 years – Sydney
“It is fair to say in my experience, the vast majority of clients want a complete and integrated solution for their financial planning needs but few financial advisers provide this or are particularly interested in it. This is where I have found Fitzpatricks to be different.
It’s not possible to build an integrated financial plan without having a clear view of the right context for a client which requires aligning their circumstances to their long term personal goals before any step is made to invest capital or structure their affairs.
As the saying goes – if you don’t know where you’re going any road will get you there – which in wealth management terms can lead to poor or ad hoc decision making without understanding the risks being taken with a client’s long term goals. And risks there are plenty – in asset protection, inappropriate investment decisions, illness or accident, estate and succession planning or inefficient structuring for tax or administrative purposes.
For the clients I have referred Fitzpatricks I have seen them assist clients develop their strategic plan and then implement their plans long term for the future.”
Vince Fitzsimons, Director, Big 4 Accounting Firm, Sydney
“Thanks for your ongoing support in helping manage my financial affairs. It is great to have someone very knowledgeable and trustworthy giving me counsel, doing competent research, having the transactions, structuring and reviewing an investment plan, responding to new queries and ensuring I usually get superior returns to the market.
You play an important role in managing my investment portfolio and it is appreciated.”
Alan Cransberg, Former Managing Director, Alcoa Australia
Leonard Gennusa
02 9248 8020
Request a meetingFitzpatricks Advisory
Level 9, 10 Spring Street, Sydney NSW 200002 9248 8020
