Article list

Everything from Fitzpatricks Private Wealth

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

continue reading

07 Sep 2017

Fitzpatricks Group secures private ownership future and strong capital backing for national growth

From Fitzpatricks Private Wealth

Fitzpatricks Group (the Group) yesterday announced a capital funding partnership agreement secured with Quadrant Private Equity and Yorkway Capital Partners to support the growth of Fitzpatricks as Australia’s leading, privately-held

continue reading

31 Aug 2017

High calibre Melbourne advisers join Fitzpatricks’ national network

From Fitzpatricks Private Wealth

Two Melbourne-based advisers have aligned under the Fitzpatricks Private Wealth license, further contributing to the number of high calibre advisers to have recently joined the national network. Chronos Private partner

continue reading

19 Apr 2017

2017 set to become year of migration as quality advisers continue to weigh up their licensing options

From Fitzpatricks Private Wealth

Privately-owned national advice firm Fitzpatricks Private Wealth believes the New Year is shaping up as a watershed for the movement of high quality financial advisers into licensing arrangements better suited

continue reading

23 Nov 2016

Fitzpatricks adds strength to national team with addition of strategic financial advice firm Paradigm Financial Consulting

From Fitzpatricks Private Wealth

Aligned client centric culture and values has led Perth-based Paradigm Financial Consulting (Paradigm) to partner with Fitzpatricks Private Wealth. Paradigm sees the partnership as a ‘natural fit’ in its commitment

continue reading

09 Aug 2016

South Australia joins growing Fitzpatricks Private Wealth national presence

From Fitzpatricks Private Wealth

Adelaide-based Shane Case, CFP® has become the latest accomplished financial adviser to join Fitzpatricks Private Wealth’s growing national network. His arrival to the group signals the formation of Fitzpatricks Private

continue reading

03 May 2016

Fitzpatricks continues to bolster national ranks with high quality advice firms

From Fitzpatricks Private Wealth

Brisbane-based financial advisory firm Highland Financial has aligned its practice under the Fitzpatricks Private Wealth license in a further continuation of high calibre advisory firms joining the licensee’s national network.

continue reading

09 Mar 2016

Accomplished Melbourne advisers to complement growing Fitzpatricks Professional Network

From Fitzpatricks Private Wealth

Two senior, well-respected Victorian financial advisers will join on 7 December 2015 to practice under the Fitzpatricks AFSL in a further sign of the concentration of high quality advice practitioners

continue reading

03 Dec 2015

Self-determination motivates two senior advisers to seek out Fitzpatricks

From Fitzpatricks Private Wealth

The allure of self-employment under a client-focused licensee has prompted two separate arrivals of senior financial advisers to the Fitzpatricks Brisbane ranks. James Hand CFP, said the opportunity to build

continue reading

20 Nov 2015

Financial advice executive Rob Thomas joins Fitzpatricks Private Wealth

From Fitzpatricks Private Wealth

Senior financial planning industry executive Rob Thomas was yesterday welcomed to the Fitzpatricks Private Wealth by CEO John Woodley. Mr Thomas takes the newly formed role of Manager, Advice Excellence with

continue reading

28 Oct 2015

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]