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A new network of excellence: Perth financial adviser joins Fitzpatricks Private Wealth

From Fitzpatricks Private Wealth

Fitzpatricks Private Wealth CEO John Woodley has welcomed another senior financial planning professional, Mr David Barber, CFP to the Fitzpatricks fold. Mr Barber’s presence helps to create a coast-to-coast network of

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13 Aug 2015

Prominent Canberra financial adviser joins Fitzpatricks Private Wealth

From Fitzpatricks Private Wealth

Senior Canberra adviser Alisa Honeyman, CFP has joined Fitzpatricks Private Wealth (Fitzpatricks) to continue her passion for delivering high quality financial advice to clients. Ms Honeyman is a prominent financial

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05 Aug 2015

Leading Sydney financial adviser joins Fitzpatricks Private Wealth

From Fitzpatricks Private Wealth

The former NSW-based Director, Financial Planning with chartered accountants Hall Chadwick has joined Fitzpatricks Private Wealth in the latest round of senior professionals drawn to the Fitzpatricks client centric advice

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17 Jul 2015

Award winning financial planning practice joins Fitzpatricks

From Fitzpatricks Private Wealth

Hobart-based Main Street Financial Solutions will join Fitzpatricks Private Wealth following an extensive search and due diligence process. Main Street principals Charles Badenach and Rebecca Fergusson founded their boutique professional

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01 Jul 2015

Fitzpatricks makes new hire to support growth trajectory in client focused, professional advice services

From Fitzpatricks Private Wealth

Fitzpatricks Financial Group yesterday announced the appointment of senior financial services executive Mr. Anthony Vaiente in the role of Head of Business Growth. Mr. Vaiente’s appointment complements a vision to recruit

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14 Oct 2014

Fitzpatricks continues strategic hires in response to significant growth in advisers and funds under advice.

From Fitzpatricks Private Wealth

Fitzpatricks Financial Group yesterday announced the appointments of Colin Bold as Head of Marketing and Brett Ireland as Chief Operating Officer. The appointments will help position the Group to be

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31 Jul 2014

Professional advisers choose Fitzpatricks in national search

From Fitzpatricks Private Wealth

Fitzpatricks Private Wealth today announced that the former BDO Wealth Management (NSW) group had joined Fitzpatricks. Sidney Lim, former Managing Director of BDO Wealth Management (NSW) said that his team

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07 Sep 2012

Australian wealth leaders unite under advice professionalism banner

From Fitzpatricks Private Wealth

Fitzpatricks Private Wealth today announced the appointment of respected wealth management professionals Mr Chris Cuffe and Mr John McMurdo to its Board of Directors, ahead of plans to extend the

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28 Jun 2012

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CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
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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 [...]
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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 [...]