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2019 Reporting Season

September 2019 Tony Edwards provides an investment market update following the end of the current 2019 Reporting Season. Key observations from the 2019 Reporting Season How did Australian equities perform? Outlook for equity returns

Half yearly update 2019

July 2019 Chief Investment Officer, Tony Edwards joins Head of Client Investment Services, David Dix for a half yearly investment update for 2019. • What has been driving investment returns this year • Where are we seeing market opportunities • Return expectations for the coming year

Federal Budget 2019

By Colin Lewis, April, 2019 How sweet it is with an election looming! The measures announced this Budget are proposals only and must go through Parliament to become law.  Accordingly, it may take a newly elected Coalition government to get these measures through – and they’re counting on this Budget to help them get re-elected.…
Market Update 2018 and outlook for 2019

Market Update 2018 and outlook for 2019

December 2018 Chief Investment Officer, Tony Edwards, provides an investment update on 2018 and an outlook for 2019.

Matthew Fogarty joins Fitzpatricks Private Wealth as CEO

Media Release 22nd June,2018 John McMurdo today announced the appointment of Matthew Fogarty as CEO of Fitzpatricks Private Wealth. Matthew joins Fitzpatricks from MLC where he held the position of General Manager, Garvan and MLC Financial Planning. Prior to this role, Matthew was Head of Financial Planning at Genesys and IPAC Equity Partners. John McMurdo…

Fitzpatricks Group announces three key appointments

“I am delighted to announce three key appointments to our Group, all designed to: strengthen our advice offering and support our advisers to build great outcomes for their clients. At a time where many in our sector are questioning their advice model, we are committed to promoting the value of advice and to support our advisers. I believe we have a real opportunity to take a leadership role within the industry. Marnie Page has joined the Group as Head of Adviser Experience, Colin Lewis as Head of Technical Services and Amanda Wilson as Head of Advice and Licensee Compliance”.

Federal Budget 2018

May 2018 Personal Income Tax The Government is introducing a seven year Personal Income Tax Plan. The first step provides permanent tax relief to low and middle-income earners to help with the cost of living pressures. The second step provides relief from bracket creep by increasing the top threshold of the 32.5 percent personal income…

Christopher Cuffe AO

We are pleased to congratulate our Chairman, Chris Cuffe, for the announcement this week of his Order of Australia award in the Queen’s Birthday Honours list. Chris received this honour for distinguished service to the community as an advocate for philanthropy, as a supporter of improved financial efficiencies in charitable organisations, and to the funds…

High calibre Melbourne advisers join Fitzpatricks’ national network

Two Melbourne-based advisers have aligned under the Fitzpatricks Private Wealth license, further contributing to the number of high calibre advisers to have recently joined the national network. Chronos Private partner and principal advisor, Chris Giaouris, says he built Chronos Private in 2016 in order to focus on a more client-centric and evidence-based advice approach. “I…

Decision time: 2017 set to become year of migration

Privately-owned national advice firm, Fitzpatricks Private Wealth, believes the New Year is shaping up as a watershed for the movement of high quality financial advisers into licensing arrangements better suited to objective based advice outcomes for clients. Fitzpatricks was a pioneer of fee-based advice services, and has long held objectives based advice as a fundamental…

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