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Everything from Fitzpatricks Private Wealth

Fitzpatricks creates Head of Product role to sharpen focus on retirement & intergenerational wealth

From Fitzpatricks Private Wealth

Private wealth firm, Fitzpatricks Group, has appointed former Colonial First State executive, Andrew Chapple, to the newly-created role of Head of Product, as the group sharpens its focus on enhancing

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09 Apr 2025

Fitzpatricks Group prepares to accelerate growth with senior appointment

From Fitzpatricks Private Wealth

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

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27 Feb 2025

Fitzpatricks Private Wealth strengthens Victorian presence with new hire

From Fitzpatricks Private Wealth

Fitzpatricks Private Wealth (Fitzpatricks) creates a stronger presence in the Victorian market, with the appointment of Daniel Proietto to the role of Victorian Regional Manager. Mr Proietto brings a wealth of

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01 Jul 2021

Fitzpatricks Private Wealth strengthens Queensland advice team

From Fitzpatricks Private Wealth

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.

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08 Jun 2021

Fitzpatricks Private Wealth welcomes Lisa Steel

From Fitzpatricks Private Wealth

Fitzpatricks Private Wealth (Fitzpatricks) has announced the addition of Lisa Steel, Senior Financial Adviser and business owner, to its growing number of wealth professionals. Lisa brings a wealth of financial

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03 Mar 2020

Perth’s Stewart Symonds & Partners adds to the Fitzpatricks Private Wealth national footprint and its collective growth

From Fitzpatricks Private Wealth

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

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01 Aug 2019

Jodie Blackledge joins the Fitzpatricks Group as Chief Financial Officer and Chief Operating Officer

From Fitzpatricks Private Wealth

John McMurdo has announced the appointment of Jodie Blackledge as the new Chief Financial Officer and Chief Operating Officer of the Fitzpatricks Group. A major focus of this role is

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17 Jul 2018

Fitzpatricks Group announces three key appointments to support advisers build great outcomes for their clients

From Fitzpatricks Private Wealth

Fitzpatricks Group has announced three key appointments to support Fitzpatricks Private Wealth advisers. John McMurdo, Group Chief Executive Officer said: “I am delighted to announce three key appointments to our

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20 Jun 2018

Fitzpatricks chooses HUB24 for platform solution

From Fitzpatricks Private Wealth

After a rigorous market review Fitzpatricks Private Wealth, one of Australia’s largest privately-owned licensees with over 75 authorised representatives, has selected leading financial services firm HUB24 (ASX:HUB) as its platform

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15 Jun 2018

Fitzpatricks Group acquires Retirement Victoria

From Fitzpatricks Private Wealth

The Fitzpatricks Group, backed with capital from Quadrant Private Equity and Yorkway Capital Partners, has announced the first of a number of growth opportunities with the acquisition of Retirement Victoria

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07 Sep 2017

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CPD: Tax and Self-Managed Super Funds
Super assets reached $4.2 trillion at the end of 2024, with SMSF assets forming roughly one third of the superannuation savings pool and exhibiting a six percent year on year [...]
CPD: Conflicts of interest – preparing for ASIC’s overhaul of RG 181
Introduction In late 2024, ASIC announced[1] it would be consulting with licensees and other stakeholders as part of its review and update of several Regulatory Guides, including RG 181- Licensing: [...]
CPD: Listed investments and the ethical practice
The announcement of tariffs to be imposed by the US heralded increased volatility across global financial markets. In such an environment, investors may be more likely to scrutinise the advice [...]
CPD: Trend following investments – patience is a virtue
Trend following strategies have several properties desirable to investors, particularly during periods of market volatility. In this article from GSFM’s investment partner Man Group explains why patience is a virtue [...]
CPD: The private credit zeitgeist
Private credit has been the topic de jour, with new funds being launched regularly over the past two to three years. What’s behind the sudden rise in the number of [...]