Important
Updates

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…

The former NSW-based Director, Financial Planning with chartered accountants Hall Chadwick has joined Fitzpatricks Private Wealth in the latest round of senior professionals drawn to the Fitzpatricks client centric advice model and professional support services. Mr Ross Curulli, CFP provides holistic financial planning services to higher net worth clients, and provides a strong fit with…

Fitzpatricks Financial Group today announced the appointments of Colin Bold as Head of Marketing and Brett Ireland as Chief Operating Officer. The appointments will help position the Group to be the preeminent privately owned financial planning and investment organisation, servicing the needs of the Private Wealth sector. The roles will support the ongoing expansion of…

Fitzpatricks Private Wealth today announced that the former BDO Wealth Management (NSW) group had joined Fitzpatricks. Sidney Lim, Managing Director of BDO Wealth Management (NSW) said that his team had “conducted an extensive search over the last year for a wealth management firm that lived the professional values and standards that his group has delivered…