Fitzpatricks Group prepares to accelerate growth with senior appointment

National advice firm, Fitzpatricks Group, has appointed former General Manager, Funds Management Marketing at Dexus, Debbie Jensen, to the newly-created role of Head of Marketing and Client Value Proposition, as the group prepares to enhance and expand the range of services it delivers to advisers.

Jensen, who also previously held senior marketing and customer experience roles at Challenger, StatePlus and MLC, will report to Chief Executive Officer of Fitzpatricks Group, Andrew Fairweather.

“Debbie is a well-respected financial services leader with experience in direct-to-consumer and B2B marketing, and serving advisers. I am excited to have her join the senior management team, as we drive the ongoing development of our value proposition to advisers and their clients,” he said.

“Our proven model is focused on developing advisers to better serve clients with complex needs, and providing them with the services and solutions they need to attract clients in their target markets. Our model is supported by a brand strategy that appeals to the segments that we serve.”

Last month, Fitzpatricks Group rebranded its advice arm to Fitzpatricks Advice Partners (formerly Fitzpatricks Private Wealth), reflecting the group’s reinvigorated mission and strategy to ramp up the support and value it delivers.

Jensen will work closely with Jasia Fabig, General Manager, Fitzpatricks Advice Partners, to raise awareness of the group’s brand and value proposition, including its flagship Lead Adviser program, which has been continuously refined over the past 20 years to remain at the forefront of industry innovation. The program is focused on driving client engagement, satisfaction and profitability.

Jensen said: “Fitzpatricks is known for its calibre, credibility and unwavering adviser and client focus, and I am excited to be joining the business”.

“My focus is on sharpening the group’s value proposition, ensuring that our message is clear and compelling for advisers, their clients and the broader advice market,” she said.

Fabig said Fitzpatricks had a rich history and a reputation for quality advice, however, recent enhancements to the business model were less well understood.

“We’ve been through a period of resetting to ensure the right foundations are in place to accelerate our growth,” she said. w

“We don’t measure success in terms of adviser numbers. We are not aiming to be the biggest advice firm but rather one that delivers exceptional value to advisers so they can better serve their target markets. Our focus is on partnering with high-quality advisers and supporting them to grow and achieve their goals”.