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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

Asset Protection and Business Structures

Estate Planning

Insurance advice for individuals and business owners

Retirement Planning and Pensions

Self Managed Superannuation Funds (SMSF)

Tax Effective Wealth Strategies

Wealth Creation

Debt Management

Investment and Portfolio Construction

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

Contact details

Warwick Bird

0466 453 581

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Level 2, 11 Mounts Bay Road Perth WA 6000

0466 453 581 (Warwick) / 0419 968 682 (Glen)

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