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Trish Prince
Trish Prince believes that making good choices in life is the key to a better future. This is especially true when it comes to our finances. Understanding that every person’s situation is different and that their needs are unique, Trish offers her clients perspective, experience and support to identify what is right for them. Trish… -
Garry Symonds
Helping people achieve their financial goals and getting the outcome they desire is at the heart of the service Garry provides. With qualifications in Management, Business Administration and Financial Planning, Garry uses his expertise to implement excellent solutions for both individuals and family business clients. By developing long-term and trusted relationships with his clients, Garry… -
Simon Beasley
Simon commenced his financial planning career 22 years ago and prides himself on understanding the goals and aspirations that are important to his clients. Simon’s financial planning background within the business banking and private wealth fields has provided a sound foundation prior to joining the Fitzpatricks team in 2020. He has been impressed with the… -
George Sabini
George specialises in providing personalised financial planning advice on a holistic basis to ensure two important objectives are met for his clients, capital preservation and family wealth is maintained within the family. As an experienced private wealth advisor, he focuses his expertise on advising and servicing CEO’s, CFO’s, business owners and affluent family groups. With… -
Joshua Fileti
Joshua personally built Synergy Private Wealth as a boutique advice practice – built for life enrichment. This is achieved through the power of a strong collaborative partnership, working closely with clients to define, plan and execute. Joshua is passionate about helping his clients through many of life’s hurdles and has a proven ability to guide… -
Lisa Steel
Lisa and her team work with people who are committed and open to work in partnership with them to make changes in their financial life. Lisa’s clients say that they work with her team because they know they truly care. Sometimes that means having the ‘tough love’ conversations with them. Lisa’s customers appreciate her honesty… -
Rachel Buhagiar
Rachel has worked in the financial planning profession since 2001 and has been practicing as a Financial Adviser for over 12 years. She established her own financial planning practice, Bluesky Future in early 2015, and is the Principal Adviser, delivering comprehensive, tailored financial advice to clients from all walks of life from young professionals and… -
Gianna Thomson (Salvestro)
If you are a professional, executive level public servant or entrepreneur who needs to get financially well organised and plan for their future, Gianna is here for you. Since being a First State Super Financial Planner of the Year Award nominee, Gianna decided to run her own money coaching and financial planning businesses. She founded… -
Bobbe Duncombe
Many individuals today find that there is a lot of “noise” in their financial world, often leaving them unsure of how best to plan for the future. People may be concerned that the complexities of their financial situation have not been fully addressed or they may be unable to articulate their goals into a practical… -
Aynsley Jurson
Aynsley empowers clients – often women and families – to feel comfortable managing their financial lives, especially during and after times of significant change. She sits beside her clients and helps educate them during all life stages, instilling in them financial peace of mind and allowing them to live a simple and elegant life. Aynsley…
