Fitzpatricks Private Wealth strengthens Queensland advice team 

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Fitzpatricks Private Wealth (Fitzpatricks) has strengthened its national advice footprint, today announcing the appointment of two additional high-calibre advisers working within a Fitzpatricks Private Wealth branded practice based in Brisbane.

With senior client-centric advice expertise, Matthew Nicholson and Oswaldo Duque join the Fitzpatricks Private Wealth team. In addition to the two new Advisers, Fitzpatricks Private Wealth have also hired Kaarina Robson to support their Brisbane based office.

Fitzpatricks CEO, Matt Fogarty acknowledged the practice’s business focus was twofold. Firstly, the new advisers will support the practice to target the private wealth market in south-east Queensland. Secondly, the renewed team will be better positioned to embrace Fitzpatricks’ Lead Adviser approach focusing on a client-centric approach, servicing the needs of high-net-worth individuals, families, business owners, who have more complex financial needs.

“We welcome Matthew and Oswaldo to their Fitzpatricks home. Each brings complementary skills to the firm and are matched well with the essence of the Fitzpatricks approach: to enrich the lives of our clients via custom-tailored advice. Fitzpatricks has pioneered client centric advice systems and philosophies that eschew the ‘one-size-fits-all’ industrial approach,” said Matt Fogarty.

“For example, the Lead Adviser program led by a founder of our firm Scott Fitzpatrick has been helping to support individual advisers and the growth of sustainable practices. It is a testament to our strongly differentiated advice and adviser support model that the Group is attracting such high-calibre advisers.”

Mr Nicholson joins Fitzpatricks with over 20 years’ experience within the Australian financial services industry, most recently working at VISIS Private Wealth as a Private Client Adviser.

Prior to this, Mr Nicholson was a Senior Financial Planner at Westpac for over four years and has held paraplanning, state management and financial advisory roles at financial planning and advice firms including Whittaker MacNaught, Commonwealth Bank and Planwealth.

“Fitzpatricks is attractive as the model allows advisers to leverage the size and resources of a national organisation to provide high-net-worth clients with both market leading services and personal attention to truly support clients through their life journey,” said Mr Nicholson.

Hayden Griffiths, Practice Principal at Fitzpatricks Private Wealth said: “We were impressed with Matthew’s passion for remaining at the forefront of developments in financial strategy, product innovation, tax law, legislative change and innovative strategies in the financial services industry. We do not doubt that his extensive experience in the industry will be an asset to the Brisbane team.”

Mr Duque has worked within the financial services industry since 2013 and joins Fitzpatricks from ipac, a subsidiary of AMP group, where he was a Private Client Adviser for nearly five years, following his role at Corporation U as a Financial Planner.

Mr Duque’s expertise centres around providing personalised strategic advice on wealth creation and retirement planning strategies.

“It resonates with my core values to be working within a model that put’s the clients’ goals and needs first and foremost. I am looking forward to working with Fitzpatricks’ private wealth clients and helping them to navigate future opportunity and challenges,” said Mr Duque.

Hayden Griffiths said: “Having worked for boutique planning firms and one of Australia’s largest Financial Institutions, Oswaldo has a wealth of experience that we feel will be invaluable to the team.”

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