Warwick Bird Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Enriching the lives of professionals, executives, retirees, and people managing intergenerational family wealth. Empowering clients to live a richer life by providing advice to get them personally and financially well-organised.
PROVIDING DIRECTION, CAPABILITY AND CONFIDENCE
As a ‘life-long learner’, Warwick enjoys the technical aspects of his job as well as learning from everyone he meets. Believing that building personal relationships is a pillar of quality financial advice, Warwick’s clients appreciate his caring nature and the time he takes to identify their individual needs, goals, and core beliefs. It is through this holistic approach to financial advice that Warwick develops bespoke strategies and structures to achieve his clients’ objectives.
The core beliefs that underpin his advice are:
- Quality – we take great care in what we do, who we do it for and the way we do it.
- Authenticity – we show a genuine interest in your life and financial wellbeing.
- Integrity – we honour our commitments and always do what we say we will do.
- Consideration – we take all your requirements and needs into account.
- Insightfulness – we have a deep understanding of the goals and objectives for you and your family.
Warwick is proactive in coming alongside his clients to assist them on their financial journey. By providing timely advice and communicating options in a clear and direct manner, Warwick provides his clients with the ability to make decisions confidently and the comfort that their affairs are in safe hands.
Warwick believes health is also an enormous source of wealth. In his free time, Warwick enjoys staying fit and travelling to experience different cultures. Born and bred in Perth, Warwick has also lived overseas in Vancouver (Canada), Dubai (UAE) and Santiago (Chile). Experiencing different cultures and countries has helped him to broaden his perspective on people and on life, and to have a greater appreciation of the opportunities that a strong financial foundation can provide.
Qualifications/Memberships
- Certified Financial Planner (CFP®)
- Master of Applied Finance
- Advanced Diploma of Financial Planning
- Bachelor of Science
- Financial Planning Association Aged Care Specialist
- Other technical courses (Self-Managed Superannuation Funds, Derivatives and Margin Lending)
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Estate Planning
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Wealth Creation
Debt Management
Strategic Financial Advice
Centrelink Benefits
Experience
- Working in Financial Services since 2012
- Comprehensive financial planning advice
- Complexity of structures (i.e. SMSFs, Trusts, Companies)
- Strategic superannuation advice
- Investment advice
- Retirement planning
- Complex personal wealth protection
- Aged Care Financial Advice
Testimonials
“ I have known Warwick for several years now, and I have always felt completely safe in the knowledge that my financial affairs are looked after with utmost care. His attention to all details, no matter how minor, are to be lauded. He is very approachable, and I never feel uncomfortable reaching out to him.
Any queries on my part are always followed up, and there is never any need for further phone calls or emails.
He takes the time to recognise my individual situation, my family situation and my risk appetite so that he can give fair advice based on this information.
I would recommend him to any family members or friends without hesitation.”
– Gerald, Doctor, Perth
“My wife and I needed to source a new financial advisor due to our existing advisor leaving the industry. We were very happy with the previous advisor, and we contacted Warwick based on the recommendation of our previous advisor. We are very happy that we did so.
It was apparent from our initial consultation that Warwick was exactly what we required in a financial advisor, and we decided to proceed with him developing and implementing a financial plan to achieve our long-term objectives.
The first thing that struck us was his professionalism, experience, integrity, diligence and that he is highly qualified in various areas of financial management, including retirement planning – which was our area of concern.
In our dealings with Warwick, over several meetings, we found him to be extremely competent, quick to understand our requirements, cheerful and respectful. The financial costs of the plan were clearly laid out, and there were no hidden or unexpected costs. We consider the cost to be reasonable and money well spent.
The meetings were stress-free, and open discussion of options, in a way that we could understand and follow. We believe that this methodology resulted in the best outcomes for us.
The plan that Warwick developed filled all our needs. He is goal driven, has an eye for detail, his patience in dealing with the numerous queries we raised was appreciated, and his implementation of the action points were done expeditiously, thoroughly and without any issues.
We would have no hesitation in recommending him to anyone looking for a personal financial advisor.”
– Rob and Rosemarie – Retirees.
Warwick Bird
0466 453 581
Request a meetingFitzpatricks Private Wealth Advisers Perth
Level 2, 11 Mounts Bay Road Perth WA 60000466 453 581 (Warwick) / 0419 968 682 (Glen)
