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Scott Fitzpatrick Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd

As founder of Fitzpatricks, Scott helps successful business owners, professionals and partners of legal and accounting firms and their families develop a life plan and become financially well organised.

He has been a keen participant of industry change from product-based advice to a holistic approach to client affairs. This philosophy is now the benchmark for the financial services and advice provided by Fitzpatricks’ offices around the country.

Scott also regularly trains and coaches other professionals in wealth management on the Fitzpatricks’ model of planning, and regularly presents this unique approach to bodies across the country, whilst overseeing the direction of the Fitzpatricks’ brand.

Away from work Scott loves spending time in the ocean and chasing his kids around hockey fields.

Qualifications/Memberships

  • Bachelor of Education (NCAE)
  • Diploma of Financial Planning (Financial Planning Association)
  • Certified Financial Planner (CFP®)
  • Self Managed Superannuation Funds (Kaplan Professional)

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

Key Person Insurance Strategies

Experience

  • Founder and Chairman of Fitzpatricks
  • Over 25 years wealth management experience
  • Regarded as one of the change agents who introduced genuine professional, fee for service advice in the Australian Wealth Management Industry

Testimonials

“The importance of securing you and your family’s financial future cannot be understated. Like many people, I simply do not have the time nor knowledge, so finding someone you can trust to manage this planning can be quite daunting. Thank goodness for Fitzpatricks.

Fitzpatricks are a knowledgeable, honest, and importantly friendly and accessible team of professionals who provide guidance and security in all aspects of investment, tax and financial planning. They provide our family with peace of mind and comfort knowing our affairs are in safe hands. This is the best security of all!“

Dr Barry Rigby

“As a business coach, I know that sustainable success within business comes from implementing clear strategies with passion and commitment.

This is why I engage Fitzpatricks to assist my clients address their overall goals and develop a strategy that provides confidence around their financial future. Knowing that my clients’ financial affairs are in such safe hands is appreciated.”

Paul Crane – Business Coach

Contact details

Scott Fitzpatrick

07 5599 1999

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Level 2, The Strand, Marine Parade, Coolangatta, QLD 4225

07 5599 1999

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