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Ross Curulli
Ross has worked extensively in banking and finance for the last 31 years and began Financial Planning in 1998. He has also been a Certified Financial Planner CFP® since 2003. His strengths lie in developing dynamic and sound strategies for high net worth individuals with special detail for ongoing service. Ross looks forward to utilising… -
John Rees
John’s advice philosophy is that it must be understandable, meaningful and specific to the client’s needs. I pride myself on maintaining long-term relationships with clients and taking the complexity out of financial planning decisions with the aim to provide clear and concise solutions around options that helps guide clients towards reaching their financial and lifestyle… -
Glen Reilly
Glen is passionate about helping clients gain clarity around their personal goals and dreams and building strategies to assist them in achieving their ambitions. He seeks to empower his clients to live their life by design, the way they want to live. On an ongoing basis, Glen and his team are committed to providing friendly,… -
Leonard Gennusa
Leonard is passionate about building long-term relationships with his clients by providing them with a personal and structured service. He approaches a financial plan as a lifelong strategy and takes pride in the ongoing care his clients receive. Working with his clients through the entire process of achieving their financial goals Leonard is committed to… -
Simeon Levin
Simeon Levin has worked as a financial adviser since 2001 and established her own financial services practice in 2005. She is the principal adviser at Simfin and delivers a comprehensive financial advice service to a group of 38 clients (and their families). Simeon’s vision is to enrich the lives of her clients. She works best… -
Warrick Hanley
Warrick helps successful individuals and their families get financially organised. Combining his practical experience and formal qualifications with tailored financial advice, clients are empowered to make informed decisions and take appropriate action to create the life they truly want. As well as providing financial advice to his clients for over 18 years Warrick is also… -
Andrew Outridge
Andrew left school to commence a career in banking and a part-time study of Accounting. After 20 years of banking Andrew joined Fitzpatricks in 1999 to assist the expansion in Queensland. He is a supporter of the Fitzpatricks holistic philosophy, and is passionate about running his client’s agenda, presenting options and working towards achievable solutions.… -
James Hand
James is passionate about ensuring the right outcomes for his clients and is focused on using simple communication to explain sometimes complex information. Ensuring clients are fully engaged with their financial plan is key to the advice he provides. James works closely with his clients to enrich their lives. James has over 30 years experience… -
Marcel Parrett
Through honest and open communication, Marcel guides his clients to achieve their life goals. He has 28 years of experience, which includes senior roles within the private advisory division of a big four bank, and 10 years managing his own successful fee-for-service private wealth practice. Marcel embraces the individual circumstances of every client and offers…
