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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