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Marcel Parrett Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

Through honest and open communication, Marcel guides his clients to achieve their life goals. He has 28 years of experience, which includes senior roles within the private advisory division of a big four bank, and 10 years managing his own successful fee-for-service private wealth practice.

Marcel embraces the individual circumstances of every client and offers tailored solutions for individuals, families and business owners. Whether your situation is simple or complex, he provides expert strategies through his deep industry knowledge, investments expertise and interpersonal skills. Marcel also provides specialist services for expatriate clients navigating cross-jurisdictional complexities and people managing their finances after a major life event.

Marcel is a proud family man and enjoys nothing more than spending time camping with his boys in the great outdoors. He takes a leadership role in the local community and enjoys bringing people together for a good cause.

Qualifications/Memberships

  • Diploma in Financial Planning
  • Diploma in Farm Management (Honours)
  • Certified Financial Planner

Areas of expertise

Asset Protection and Business Structures

Business Succession

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Small to Medium Enterprises (SME)

Debt Management

Investment and Portfolio Construction

Divorce and Financial Settlements

Strategic Financial Advice

Centrelink Benefits

Experience

  • 8 years building and managing his independently owned financial planning practice – Fitzpatricks Sydney Pty Ltd
  • Over 17 years providing advice to high net worth and ultra-high net worth clients in a big four private advisory division

Contact details

Marcel Parrett

02 8090 1010

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Level 9, 10 Spring Street, Sydney NSW 2000

02 8090 1010

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