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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… -
Fitzpatricks Central West
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Mark Lewin
Mark has been helping clients for over two decades plan for their financial future. He has had a long and varied career working within the financial markets. In 1982 Mark worked as the Assistant Account in London with a Lloyds underwriting firm, then returned to Australia to become Assistant Portfolio Manager with a leading Australian… -
Markson Financial Planning Pty Ltd
At Markson, we are not interested in speculation, second-guessing the market, or chasing quick returns. Instead, we utilise a very measured and research-based methodology that looks at where you are now, and where you want to be in the future, taking into account your life stage, financial circumstances and future goals. With this understanding in… -
Paul Roberts
Paul is a trusted adviser to individuals, their families and business owners. Taking a holistic approach to financial planning, Paul focuses his attention on ensuring his clients have the right structure in place as a foundation to create, build and protect their wealth. Applying his extensive knowledge in self managed super funds, trusts and companies… -
Sam Group
With our Head Office located in the beautiful Hunter Valley, NSW, the team at SAM Group are passionate about helping people achieve financial peace of mind for a richer journey. With an emphasis on creating, building and protecting your wealth we provide investment and financial planning advice –we won’t offer you cookie cutter solutions or… -
Salena Stonehouse
Salena is passionate about helping clients make smart decisions around their financial affairs to ensure they have a plan to achieve financial independence. In order to achieve this, Salena likes to gain a deep understanding of her clients’ financial milestones enabling her to build a game plan to meet the desired objectives. Salena works hard… -
Andrew Reynolds
Andrew has a passion for helping individuals and families who have suffered an illness or injury. After experiencing a close family member’s stroke, this was a catalyst for Andrew to move into the financial advice space and specialise in personal injury. With illness and disability, financial distress can often follow. Andrew ensures you have all the information you… -
Fitzpatricks Private Wealth EFS
Our primary objective is to help clients become ‘financially well organised’, by creating and project managing a plan to help clients live life on purpose and prepare for their future. When a terrible injury changes your life, you have so many things to worry about. But money shouldn’t be one of them. We understand that clients suffering… -
Fitzpatricks Private Wealth CAG
Fitzpatricks Private Wealth CAG provides customer centric financial advice to individuals and families, specialising in advising senior executives, medical specialists, professionals, business people and retirees. Our aim is to deliver greater financial certainty to our client’s and to help them get financially well organised to take full advantage of achieving the most meaningful financial outcomes…
