Find An Adviser

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…

A window to the soul

By Bruce Madden, Financial Media Services. If eyes are the window to the soul, then the work of James Sleeman, optometrist and Fitzpatricks client, is a window to the future of holistic health care for kids. Welcome to the world of behavioural optometry. Never heard of it? Neither had your author. But a growing number of parents…

Philanthropy can blend tax deductions, engagement and impact

By Antonia Ruffell, Cuffelinks. Towards the end of the financial year, many people start focussing on potential tax deductions to reduce their taxable income. The most common techniques include bringing forward expenses or realising capital losses, but don’t overlook the role philanthropy can play in end-of-year tax planning. Tax deductible donations to charities always increase…

Designs on transformation

By Bruce Madden, Financial Media Services.  Think about the most inviting, elegant, warmest home you have visited recently. How did the combination of built space and decor make you feel? Think how you may have quietly admired the apparent ease with which the owners made their home flow seamlessly together. Are some people just born…

Living life on purpose, naturally

By Bruce Madden, Financial Media Services. With boundless energy and a zest for life, advice client Richard Harkham embodies the “live life on purpose” mission that underpins the Fitzpatricks approach to enriching the life experience for its clients and advisers. A self-perpetuating dynamo, Richard (or Richie as friends and family know him) is an accomplished…

Golden arches, golden glow

By Bruce Madden, Financial Media Services. What is it that drives highly motivated people to find more motivation, more energy in life? For Newcastle, NSW-based couple Denise and Murray McKeough, it is their fundamental passion to help people that drives them to squeeze maximum joy from their successful business, their extended ‘family’ and their ongoing…

Nicole Fitzsimons Foundation Golf Day

Fitzpatricks Private Wealth sponsored a hole at the Nicole Fitzsimons Foundation Golf Day. Founder, Scott Fitzpatrick, Lead Adviser Leonard Gennusa and Head of Marketing, Colin Bold all teed off on the day.                          

Uluru Conference

During the Fitzpatricks Private Wealth Annual Conference in 2013, some of the staff visited the Mutijulu Aboriginal Community and donated money towards youth education in addition to providing financial support for a local coffee cart.                      

Treasure House Visit

We recently had the opportunity to stage our annual conference in Fiji, giving us the chance to visit the children’s orphanage, Treasure House. Our advisers from around the country and their families visited the orphanage where we dropped off a range of much needed gifts, and assisted with a few jobs around the house. The…

SurfAid Charity Cup

During the month of March, Fitzpatricks Private Wealth sponsored one of our advisers from Newcastle, Will Howard, in the SurfAid Charity Cup.                        


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.



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.



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