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Glen Sumner
Glen has over 25 years’ experience providing his clients with outstanding service, proactive advice and peace of mind. Acting as a trusted adviser, he is aware that alongside having the resources to protect our future, one of our most valuable assets is time. Glen offers his clients personalised financial planning advice to afford them the… -
Warwick Bird
Enriching the lives of professionals, executives, retirees, and people managing intergenerational family wealth. Empowering clients to live a richer life by providing advice to get them personally and financially well-organised. PROVIDING DIRECTION, CAPABILITY AND CONFIDENCE As a ‘life-long learner’, Warwick enjoys the technical aspects of his job as well as learning from everyone he meets.… -
Fitzpatricks Private Wealth Advisers Perth
Clients who choose to work with us know and appreciate the value of hard work. They want to partner with someone to assist them to manage their wealth, so they have more capacity to focus on their work commitments, the people they support and managing their wellbeing. Typically, our clients have some complexity, have accumulated… -
Luke Kerry
Luke’s guiding principle is to design plans which help to provide his clients with clarity of purpose and the opportunity to build a solid financial foundation. Luke will take the time to listen, explain things clearly and keep you informed throughout the advice process. Luke is a Certified Financial Planner®, which is the highest level… -
Conlie Salvemini
Helping you to get to the heart of what is truly important to you and your family is Conlie’s primary goal. He does this by encouraging you to step back and align your financial choices with your most important goals and deeply held values. He then drills down to help you uncover the opportunities that… -
David Barber
David has worked as a financial adviser since 1998, and founded his practice, Pario Financial Management in 2007. He is passionate about providing strategic financial advice that enables ‘his clients’ to develop long term wealth, whilst meeting their short and medium term needs. David thoroughly enjoys the challenge of working with professionals, executives and small… -
Garry Symonds
Helping people achieve their financial goals and getting the outcome they desire is at the heart of the service Garry provides. With qualifications in Management, Business Administration and Financial Planning, Garry uses his expertise to implement excellent solutions for both individuals and family business clients. By developing long-term and trusted relationships with his clients, Garry… -
Brendan Bate
Brendan’s personal mission is to lead an enriching life. As a financial adviser, he helps clients find clarity and unlock the potential of their lives, which empowers them to profit from the richness of life too. For Brendan, an enriching life means an ability to travel and being open to the new experiences and perspectives… -
Sharon Greber
Sharon Greber understands that in these times of adjustment and change, being financially well organised provides you with the flexibility to live a life of your choice with freedom and security. Impassioned to bring clarity and understanding to her clients, Sharon takes care of the details so you can achieve your ambitions and dreams, living… -
David Counsel
David Counsel is a dedicated Adviser whose primary focus is on individuals and families living their ideal life. This means working alongside you to make achieving your goals a reality, to protect your wealth for the future and to give you the peace of mind that a professional is always looking after your best interests.…
