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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
Mikelle Investments Pty Ltd (trading as Icon Wealth Management), ABN 62 133 675 721 is an Authorised Representative of Fitzpatricks Private Wealth Pty Ltd. -
Barton White
Always making the right decisions in life can be hard but making the right financial choices is so much easier with a professional in your corner. This means having someone who understands your needs and wants, someone who considers more than just your income and assets, and someone who knows how to build and implement… -
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. Fitzpatricks Private… -
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… -
Brad Cole
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… -
Paul Mellare
Paul has over 30 years’ experience helping clients in financial services. With a diverse professional background including business ownership, banking and finance as well as financial planning, Paul specialises in providing personalised financial planning advice on a holistic basis for high net wealth individuals and their families. Paul is a self-professed ‘Mr Fix-It’ and loves… -
Fitzpatricks Private SE QLD
Fitzpatricks Private SE QLD Pty Ltd, ABN 66 196 012 821 is an Authorised Representative of Fitzpatricks Private Wealth Pty Ltd.
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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.