About
As a Private Wealth Adviser with over 18 years of experience, Leonard specializes in designing and implementing customised financial strategies that empower individuals and businesses to achieve their most ambitious goals. He joined Fitzpatricks in 2009 and is based in Sydney CBD office.
Leonard is passionate about building long-term client relationships and providing highly personalised and structured advice. His clients are primarily high-net-worth families and individuals, many of whom are business owners, corporate executives & Partners of leading global professional services firms.
Leonard’s expertise spans investment management, retirement planning, wealth preservation, and beyond, ensuring a comprehensive approach to your financial future. He approaches wealth management as a lifelong strategy, guiding his clients through the entire process and taking pride in seeing them achieve their financial goals.
With an Advanced Diploma of Financial Services and a Bachelor of Engineering (Honors), Leonard combines technical proficiency with a deep commitment to client financial success.
Qualifications & Memberships
- Financial Advice Association Australia (FAAA)
- Bachelor of Engineering (Honors) – UNSW
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan
- Diploma of Financial Services (Financial Planning) – Tribeca
- Margin Lending and Geared Investments – Kaplan
- 79026 Estate Planning – University of Technology Sydney
- Specialist SMSF Adviser Training Course – SMSF Strategies
- Ethics and Professionalism in Financial Advice – Kaplan