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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… -
John Potkonjak
John is passionate about helping clients get financially well-organised so they can maximise the most meaningful financial outcomes in their lives. He provides customer centric financial advice to individuals and families and specialises in advising senior executives, medical specialists, professionals, business people and retirees. John brings a fresh approach to financial advice which is highly-personalised and… -
Joseph Karam
Joseph has worked in the financial services industry since 2001. His work experience is varied and includes roles in project management, banking and financial planning. He holds a Bachelor of Business (UTS) with a double major in Finance and Marketing, and a Graduate Diploma in Financial Planning (finsia). He is a Certified Financial Planner® Professional,… -
Andrew Crews
Andrew has been in the financial services industry for over 15 years and has experience in both the accounting and financial planning professions, specialising in superannuation and investments. He builds long lasting relationships with clients by taking the time to get to know them, their beliefs, passions and goals and is committed to helping them… -
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…
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PRIVATE WEALTH PROGRAM
Our Private Wealth Program gives you a financial road map, including action plan to achieve your three and 10 year goals.
SUBSCRIBE TO THE NEWSLETTER
Stay informed and on top of your financial game plan.
LEARNING CENTRE
Visit our library of resources containing educational articles and videos to help you live a great life and to keep you updated on financial matters.
PRIVATE WEALTH PROGRAM
Our Private Wealth Program gives you a financial road map, including action plan to achieve your three and 10 year goals.