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Fitzpatricks Private Wealth, Northern Beaches
At Fitzpatricks Private Wealth, Northern Beaches, we provide personal and structured advice. We approach a financial plan as a lifelong strategy and we are focused on providing you with personalised ongoing care. We have expertise in investment, superannuation and insurance strategies, ensuring these strategies meet your individual circumstances and goals. We take the time to… -
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… -
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… -
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… -
Fitzpatricks Private Wealth (Simfin)
Our goal at Fitzpatricks Private Wealth (Simfin) is to run a great financial services practice where delivering exceptional service and advice is paramount. This means having no more than 50 key clients who we love and cherish and work with on an ongoing basis, across all their financial affairs. At Simfin, we work best with… -
Fitzpatricks Private Wealth (Aust)
Fitzpatricks Private Wealth (Aust) provides the support, guidance, clarity and perspective to get our clients personally and financially well organised, so that they can focus their time on the activities and interests they mostly enjoy. Our culture is based on openness and integrity. Our transparent fee-based structure ensures our clients interests are at the heart…
