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Rocco Costa
Rocco is passionate about making a meaningful positive difference in his clients’ lives. As every client is unique, this will have a different meaning for everyone. Helping clients identify their goals and objectives allows him to understand what is truly important to them. With this knowledge he works closely with his clients to develop strategies… -
Michelle Steffensen
Although life can be difficult, your finances shouldn’t be. This is one of the cornerstones to Michelle’s approach to financial advice and a benefit that she brings to all her clients. With a focus on keeping things as simple as possible and uncomplicating the complicated, Michelle provides comprehensive advice tailored to her clients’ current and… -
Icon Wealth Management
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Peter Connolly
Peter grew up in Brisbane, and apart from a few years in Sydney, has lived and raised his family in Brisbane. He began his career in financial services in 1988 and has had long careers with highly respected Australian and global firms. In 2004 Peter moved into Financial Planning after a number of senior management… -
Mark Brown
With over 15 years’ experience in private wealth management, Mark specialises in providing strategic advice and capital management solutions to busy, affluent families and self-funded retirees. With a special interest in Financial ‘Life’ Planning, Mark is most passionate about helping clients gain clarity around their goals and objectives. He believes that this creates a firm… -
Hayden Griffiths
Hayden believes that a vital step to achieving both personal and financial independence is the alignment of your financial plan with your goals and core values. He understands that each person’s journey is unique to them which is why he takes both a holistic and comprehensive approach to financial planning. Hayden enjoys working closely with… -
Matthew Nicholson
Matthew believes in providing holistic financial advice to assist clients in achieving their financial and lifestyle objectives. He understands that individual goals are as unique as the financial situations that give rise to them and is a passionate advocate of client centric advice. By empowering his clients to make informed and effective decisions, Matthew provides… -
Fitzpatricks Private QLD Pty Limited
With over 15 years’ experience in financial services and 12 years specialising in providing holistic advice, Carrissa’s focus is on building long-term relationships. She enjoys helping people in their various stages of their life, from accumulating their wealth through to retirement and beyond so they can handover to the next generation with confidence. -
Carrissa Mari
A financial adviser to ultra-high net worth individuals and families, Carrissa is an objective sounding board, helping people make smart financial decisions and achieve their life goals. Whilst highly capable to manage their own financial wealth, they have chosen to work with Carrissa to enable them to focus on other life passions. Carrissa’s clients trust… -
Fitzpatricks Private Wealth (Qld) Pty Ltd
Brad has over 26 years’ experience, both in Australia and overseas, helping clients plan for and achieve what is most important to them. He specialises in holistic financial planning advice for high net worth individuals and their families. The fundamental reason Brad joined the advice profession is because he has a genuine desire to help…
