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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… -
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… -
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…
