Matt Fogarty

Fitzpatricks Private Wealth announces the addition of premium financial advice firm, Perth-based Stewart Symonds & Partners as its latest financial advice practice partnership.

One of 7 new practices with a total of 38 advisers licensed by the Fitzpatrick Group since July 2018, the Stewart Symonds addition adds to a proud Fitzpatricks heritage of strategic growth through cultural and philosophical alignment around client-centric, goals-based financial planning.

Stewart Symonds Partner and General Manager, Garry Symonds brings more than 30 years’ experience in the financial services industry, the past 13 years at the Perth-based firm.

“Fitzpatricks has been a true partner. Its underpinning values, ongoing support, direct availability and access to the leadership team has been essential to ensure a smooth transition – something you don’t get anywhere else,” Mr Symonds said. “Fitzpatricks’ values and vision immediately resonated with us in how we wanted to move forward,” he said.

“Fitzpatricks view the world the way we do – the client always comes first. We are not trying to sell clients a product, rather looking at getting them well organised financially over the long-term.”

Mr Symonds said the firm was attracted to the Fitzpatricks private ownership model and family office feel, as well as the firm being well-capitalised to support genuine advice practices with appropriate resources to grow successfully.

Fitzpatricks Private Wealth CEO, Matt Fogarty welcomed the new partnership, noting that Garry and his Perth practice embody the firm’s core values.

“We couldn’t be more thrilled to welcome Stewart Symonds & Partners to join our national team – a professional, client-centric practice established over some 26 years,” he said.

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