Ross Vanderwolf

Respected Brisbane-based financial advisory firm Rothgard Financial Partners (Rothgard) has formulated a strategic partnership with Fitzpatricks Private Wealth (FPW) with both founder Ross Vanderwolf and principal Gino Saggiomo, formally signed to join the FPW national network.

This announcement builds on Rothgard’s initial engagement with FPW in 2019 to help orient the Brisbane practice towards the private client market and establish foundations for the firm’s sustainable future growth.

Fitzpatricks Group CEO Jodie Blackledge said: “We are pleased to welcome Rothgard to the Fitzpatricks Private Wealth community of Lead Advisers. Genuine partnership begins with shared values and purpose. Our partnership with Rothgard’s like-minded advice principals bolsters a shared vision of advice as a true profession, underpinned by a core purpose to enrich the lives of our clients.”

Rothgard principal Ross Vanderwolf said the firm chose to formally join FPW after experiencing its unique Lead Adviser philosophy, collegial community and cultural fit. Rothgard had previously attended a Lead Adviser two-day coaching program and as a result, went on to accelerate a mutually beneficial partnership to receive ongoing coaching and realise its business development objectives.

Mr Vanderwolf said: “The Fitzpatricks Lead Adviser frameworks are simple and effective but require a mindset shift. It was the relationships, the one-on-one coaching from the Fitzpatricks team and existing advisers that helped us to embed the philosophy and position us to have greater confidence in the value of our advice.”

Rothgard’s Gino Saggiomo said: “It was clear early on that Rothgard and FPW were philosophically aligned.  Fitzpatricks understands us and our advice model, and provides a superior platform for Rothgard to continue to deliver quality strategic advice to our clients.”

As an additional professional development benefit for all parties, existing FPW Lead Advisers function as mentors. This arrangement will help steward Rothgard on its business transformation journey and see them establish clear yet tailored growth and succession plans.

Fitzpatricks Private Wealth is partnering with more like-minded and philosophically aligned businesses to create a growing national presence of advice professionals.

Blackledge stated: “The integrity and culture Rothgard brings to our group is highly prized, so there is a mutual appreciation and support. We offer multiple partnership pathways, from strategic alignments, equity partnerships and community groups. It is this flexibility to share in the vision of Enriching Lives that is a key priority for Fitzpatricks.”

Lead Adviser Program
Head of Business Growth and champion of the Lead Adviser program, Anthony Vaiente said, “Lead Adviser delivers the FPW advice philosophy inside a two-day coaching program. The program has helped many advisers to better articulate their worth and connect emotionally to their clients.”

The Lead Adviser course focuses on combining hard and soft skills to help advisers step more into business leadership and elevate advice to a profession. It also supports a client-centric business model and a unique philosophy of delivering advice to clients with more complex needs.

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Daniel Proietto

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 successful business development and consultancy experience specific to financial advisers and is well acquainted with large-scale business negotiations, both locally and internationally.

Fitzpatricks Head of Business Growth, Anthony Vaiente identified that Daniel’s experience, and guiding ethical principles of creating strong client relationships, were intrinsic to their new hire decision.

“Daniel is a natural coach, mentor and leader with a head and heart approach to business, which is what Fitzpatricks is all about. He will be a valuable addition to our team in creating successful partnerships with financial advice professionals in Victoria.  He brings a proven track record of creating sustainable economic growth for the businesses and advisers he has previously worked with,” said Anthony Vaiente.

“Daniel’s ethical standards, great reputation and strong professional network align with our own client centric philosophy and community values and as such, will see Daniel work in a coaching capacity throughout the wider Fitzpatricks business.”

Daniel Proietto joins Fitzpatricks with extensive experience within financial services. Most recently Mr Proietto acted as an independent business consultant, advising investment managers and assisting in client relationship management and business development.

Prior to this, Mr Proietto has experience in executive positions across numerous financial institutions. Beginning his career with NAB in Custodian Services in 1997, to a posting with Xplore Wealth in 2008 as Sales Manager, progressing to the role of National Business Development Manager in 2018.

“My focus at Fitzpatricks will be on developing relationships with like-minded Victorian practices that align with our client-centric Lead Adviser philosophy, and who want to utilise our multiple partnership opportunities to focus on the next chapter of their professional growth. Fitzpatricks elite Lead Adviser coaching program, transformational journey and adviser community is unique in the market, and it is my role to provide mentorship and support to practices wishing to explore partnering options with the business,” said Mr Proietto.

Fitzpatricks has been pioneering for professionalism in financial advice for over 20 years and CEO Matt Fogarty added “Daniel’s experience ticks all the boxes of what we were looking for to expand Fitzpatricks’ Victorian footprint, but it is his comprehensive approach and heartfelt aptitude to elevate the advice profession that makes Daniel the right person for the job.”

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Mr. Vaiente’s appointment complements a vision to recruit and retain financial planning professionals operating at the highest level within the Fitzpatricks fee-based holistic advice model.

His role supports the expansion of the Group’s national financial planning footprint and service offering to Australian high net worth clients. It will also underscore the continuing development of the Fitzpatricks growth proposition as a licensee of choice for like-minded professionals.

John McMurdo, Group Managing Director of Fitzpatricks Financial Group welcomed Anthony to the firm as it undergoes its next phase of growth.

“We are on the record as actively seeking professional advisers to join the Fitzpatricks model,” Mr. McMurdo said.

“So we are therefore pleased to enlist Anthony’s skills to help position us with like-minded advisers, at the same time ensuring we capitalise on our unique culture, brand strengths and client-centric approach.

“Anthony joins with extensive experience and trusted adviser relationships from a number of senior roles with well-known brands in our sector”.

Anthony Vaiente said: “Fitzpatricks is clearly differentiated in the adviser space as a quality, client-centric firm attracting Australia’s highest calibre advisers. I am delighted to join Fitzpatricks during a time of industry flux where quality financial advice firms with strong culture, professional standards and support mechanisms will flourish.

“I believe Fitzpatricks is a natural industry leader in this space and I look forward to making a contribution to its future success.”

The Fitzpatricks Group has a strong presence in Brisbane and Sydney, with offices in other major cities. It plans to expand its national presence but with strict, adviser peer review admittance criteria.  The firm models itself on a professional services ethos with high standards of professional duty and client care.

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Mr Vaiente comes to van Eyk with over 15 years’ experience in business development, mergers and acquisitions of financial planning practices and planner recruitment at IPAC Securities, ANZ’s OnePath and Zurich.

van Eyk chief executive Mark Thomas said the appointment signalled van Eyk was moving ahead and growing its footprint in financial advice. It follows the recent appointment of veteran BT portfolio manager Robert da Silva as Head of Manager Research and Deputy Chief Investment Officer.

“We believe van Eyk has a unique and compelling offering in financial advice that offers a real alternative to the institutionally-owned model,” Mr Thomas said. “We offer planners an integrated solution, including fundamental investment research, funds management, asset consulting and practice development through our subsidiary Encore.”

Besides Encore, van Eyk’s major brands include van Eyk Research (investment research, ratings and asset consulting), the Blueprint Series of multi-manager investment funds and iRate (the online portal for manager research, asset allocation and portfolio construction tools).

Mr Vaiente will focus on building van Eyk’s advice capabilities in both Australia and across the Tasman, following business acquisitions in New Zealand earlier this year and the subsequent launch of van Eyk Advice New Zealand and Blueprint Investment Management Limited.

“I am excited about the opportunity to work for a company that has something genuinely different to offer advisers and investors,” Mr Vaiente said. “We can give advisers the tools, professional support and investment solutions that allow them to concentrate more on what they do best: providing quality financial advice.”

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