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John Rees
Fitzpatricks Private Wealth
John’s advice philosophy is that it must be understandable, meaningful and specific to the client’s needs. I pride myself on maintaining long-term relationships with clients and taking the complexity out of financial planning decisions with the aim to provide clear and concise solutions around options that helps guide clients towards reaching their financial and lifestyle… -
Glen Reilly
Fitzpatricks Private Wealth
Glen is passionate about helping clients gain clarity around their personal goals and dreams and building strategies to assist them in achieving their ambitions. He seeks to empower his clients to live their life by design, the way they want to live. On an ongoing basis, Glen and his team are committed to providing friendly,… -
Conlie Salvemini
Fitzpatricks Private Wealth
Helping you to get to the heart of what is truly important to you and your family is Conlie’s primary goal. He does this by encouraging you to step back and align your financial choices with your most important goals and deeply held values. He then drills down to help you uncover the opportunities that… -
Andrew Crews
Andrew has been in the financial services industry for over 15 years and has experience in both the accounting and financial planning professions, specialising in superannuation and investments. He builds long lasting relationships with clients by taking the time to get to know them, their beliefs, passions and goals and is committed to helping them… -
Simeon Levin
Fitzpatricks Private Wealth
Simeon Levin has worked as a financial adviser since 2001 and established her own financial services practice in 2005. She is the principal adviser at Simfin and delivers a comprehensive financial advice service to a group of 38 clients (and their families). Simeon’s vision is to enrich the lives of her clients. She works best… -
David Marasea
David Marasea commenced his career as a financial adviser in 2004; initially at a small boutique financial planning firm called Heraud Harrison, one of the founding firms that later merged to create the Shadforth Financial Group (SFG) in 2008. Finding that the corporate model suited his ideals about how best to serve client’s interests less… -
Denis O’Callaghan
Fitzpatricks Private Wealth
As a Personal CEO to Successful Family Business Owners and Professionals, what I have found is you have financial wealth, yet you don’t have a lot of time, headspace, peace of mind, or clarity. Think of the analogy of “the Ostrich, the Juggler, or the Air Traffic Controller”. You may feel like the “Ostrich”, with…
