Aligned client centric culture and values has led Perth-based Paradigm Financial Consulting (Paradigm) to partner with Fitzpatricks Private Wealth. Paradigm sees the partnership as a ‘natural fit’ in its commitment to delivering long-term service to its small business and high net worth client base. Paradigm founder, Daniel Etherington (CFP), has worked in the financial services…
FEDERAL BUDGET 2016 The Federal Treasurer Scott Morrison delivered his inaugural Federal Budget speech to the nation last night with the message of jobs and growth, and having an economic plan to transition the economy. Business is a winner, particularly small and medium size businesses, due to the progressive reduction in the company tax rate,…
Adelaide-based Shane Case, CFP®, has become the latest accomplished financial adviser to join Fitzpatricks Private Wealth’s growing national network. His arrival to the group signals the formation of Fitzpatricks Private Wealth South Australia, and bolsters recent high profile adviser arrivals from Tasmania, WA, the ACT, Queensland and NSW. “We are delighted to see the Fitzpatricks…
Brisbane-based financial advisory firm Highland Financial has aligned its practice under the Fitzpatricks Private Wealth license in a further continuation of high calibre advisory firms joining the licensee’s national network. Highland Financial founder and principal, Chris Wren, says he has operated his fee-based financial advice firm for 10 years. “I’ve been a financial planner for…
By Graham Hand, Cuffelinks. Treasurer Scott Morrison is facing some tough choices in his forthcoming budget, with an election before the end of the year and a deficit that continues to blow out. He has ruled out the $35 billion item, increasing the GST to 15%, and he has to scrape around for dollars without offending…
Accomplished Melbourne Advisers to complement growing Fitzpatricks Professional Network Two senior, well-respected Victorian financial advisers will join on 7 December 2015 to practice under the Fitzpatricks AFSL in a further sign of the concentration of high quality advice practitioners within the licensee’s growing national network. Joining to operate from Fitzpatricks Collins Street, Melbourne offices, are…
The allure of self-employment under a client-focused licensee has prompted two separate arrivals of senior financial advisers to the Fitzpatricks Brisbane ranks. James Hand CFP, said the opportunity to build a self-employed client advisory practice operating within a community of like-minded professionals was key to his decision. “The Fitzpatricks business offers a privately owned self-employed…
Senior financial planning industry executive Rob Thomas was today welcomed to Fitzpatricks Private Wealth by CEO John Woodley. Mr Thomas takes the newly formed role of Manager, Advice Excellence with Fitzpatricks Private Wealth. The appointment comes on the back of recent growth in high quality professional advisers joining the Fitzpatricks Australian Financial Services License (AFSL)…
Fitzpatricks Private Wealth CEO John Woodley today welcomed another senior financial planning professional, Mr David Barber CFP, to the Fitzpatricks fold. Mr Barber’s presence helps to create a coast-to-coast network of excellence in financial planning in Australia, as Fitzpatricks continues to attract high quality professional advisers under its Australian Financial Services License (AFSL). “We are…
Senior Canberra adviser Alisa Honeyman CFP, has joined Fitzpatricks Private Wealth (Fitzpatricks) to continue her passion for delivering high quality financial advice to clients. Ms Honeyman is a prominent financial planning professional who also serves as trustee and director of not-for-profit children’s charity, the Inger Rice Foundation. She joins Fitzpatricks during a strong growth phase…
