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Simon Beasley
Simon commenced his financial planning career 22 years ago and prides himself on understanding the goals and aspirations that are important to his clients. Simon’s financial planning background within the business banking and private wealth fields has provided a sound foundation prior to joining the Fitzpatricks team in 2020. He has been impressed with the… -
Fitzpatricks Central West
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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… -
Fitzpatricks Private Wealth (Hunter Valley)
With our Head Office located in the beautiful Hunter Valley, NSW, the team at Fitzpaticks Hunter Valley 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… -
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… -
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… -
John Stallman
John has over 20 years of experience as an Authorised Financial Adviser and Registered Tax Agent. Providing solutions that integrate proven financial planning strategies with robust tax and accounting solutions is the difference John brings to financial planning. By working with him, his clients have just one professional across their financial universe. John believes that… -
Fitzpatricks Private Wealth IQ
We believe that wealth is a lot more than just money. Therefore, our role is to empower you to make informed decisions about the life you want to create and the things that are most important to you. Our focus is to help you identify your goals and objectives and to co-ordinate all of your…
