Find An Adviser

Financial Year 2021 Reporting Season

Tony Edwards provides an investment market update following the end of the current 2021 Reporting Season.

2020-21 Financial year in review

August 2021 Chief Investment Officer, Tony Edwards provides an update on asset class performance over the 20/21 Financial year, and a market outlook for the coming year.

Tax Time – Planning for June 30

Here are some year-end strategies and points to consider for financial advisers when making recommendations on superannuation, self-managed super funds, and discretionary trusts.

2021-22 Federal Budget

By Colin Lewis, Head of Strategic Advice May, 2021       This is a GOOD NEWS BUDGET as it relates to financial planning advice. The measures announced in this year’s Budget covering taxation, superannuation and social services are all positive and, I’m sure you’ll agree, most welcome – some more so than others. Taxation…

Reporting Season 2021

February 2021 Chief Investment Officer, Tony Edwards provides an investment market update following the most recent Australian company reporting season.

Market Update 2019 and outlook for 2020

December 2019 Chief Investment Officer, Tony Edwards, provides an investment update on 2019 and an outlook for 2020.

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

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”.

FIND THE RIGHT ADVISER

Fitzpatricks advisers include some of Australia’s most experienced and qualified professionals. Located across Australia and available for a no obligation initial meeting to discuss your life goals and aspirations.

FIND AN ADVISER

LEARNING CENTRE

Visit our library of resources containing educational articles and videos to help you live a great life and to keep you updated on financial matters.

EXPLORE LEARNING CENTRE

PRIVATE WEALTH PROGRAM

Our Private Wealth Program gives you a financial road map, including action plan to achieve your three and 10 year goals.

SEE PROGRAM DETAILS