By Jasia Fabig, General Manager, Advice Fitzpatricks Advice Partners June 2025 Advisers listen, understand, guide and reassure, making both technical and soft skills … National firms should bring professional development in-house
By Andrew Fairweather, CEO Fitzpatricks Group June 2025 Advisers and their business partners must do more to drive process improvements and efficiencies; attract, … Trump highlights the value of advice
By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners May 2025 The passing of Division 296 – the tax which the government … Tax on earnings on Super balances greater than $3 million (DIV 296 Tax) is coming
Debbie is an internationally experienced professional, who has over 25 years of wealth management experience across the United Kingdom, South Africa, and Australia. … Debbie Jensen
By Jasia Fabig, General Manager, Advice Fitzpatricks Advice Partners April 2025 The word charter isn’t used a lot in everyday conversation but the impact and … Charting the course to professionalism
Recently our Head of Licensee Services, Lyn Dixon, was featured in an article in the Professional Planner publication. She was consulted in conjunction … Licensees show mixed reaction to SOA replacements
By Colin Lewis, Head of Strategic Advice, Fitzpatricks Advice Partners April 2025 Super ideas for managing volatility Shockwaves have been sent through the … Managing Sharemarket Volatility
