Andrew Fairweather

Fitzpatricks Financial Group has announced that Group Chief Executive Officer, Andrew Fairweather, will assume added responsibility for leading its private wealth subsidiary, Fitzpatricks Advice Partners, following Jasia Fabig’s decision to step down as General Manager, Advice and transition to an independent high-performance coach for the group’s practice principals.

Fabig will continue to support Fitzpatricks Advice Partners’ National Firm Board, which is chaired by the group’s Co-founder John Woodley.

In her new capacity, Fabig will focus on assisting the group’s practice principals with business planning, performance monitoring, and the development and execution of growth initiatives.

Fairweather said the addition of business planning as a dedicated service significantly enhanced Fitzpatricks’ value proposition, and would drive mutually-beneficial outcomes for both the group’s advice community and Fabig.

Jasia has been considering the next stage of her career for some time and this transition allows her to explore her passions while retaining her capability to drive value inside the network in a more dedicated way,” he said.

“In my expanded role, I’m most excited about working closer with the National Firm Board and National Firm committees, including the Lead Adviser and Community Committees, to take the business forward.”

Fabig said: “I’m passionate about supporting advisers to achieve their business objectives using regular oversight and structured accountability frameworks, and I look forward to remaining intimately involved with the Fitzpatricks advice community”.

Fairweather said the group’s shift to a flatter organisational design would foster faster decision-making, greater agility, and responsiveness to industry change.

Fabig will continue in her current role until September 11, 2025, before commencing her parttime consulting arrangement with Fitzpatricks Advice Partners in October.

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Joining to operate from Fitzpatricks Collins Street, Melbourne offices are Bev Manallack CFP and Heather Boughton CFP. Each brings many years’ experience guiding clients on personal wealth matters and a dedication to the client’s best outcomes. Both join Fitzpatricks from IPAC.

Ms Manallack is regarded highly for her dedication to long-term personal relationships with her clients and extensive experience in superannuation and self-managed superannuation funds, retirement planning, cash flow management and wealth creation.

“I particularly enjoy the satisfaction gained from working alongside clients to achieve their goals and objectives,” she said.

“I am very pleased to have found a great cultural fit of excellence and client focus at Fitzpatricks, and I look forward to settling in to the firm throughout December and into the New Year.”

Similarly, Heather Boughton brings a reputation for outcomes-based performance as a mentor and strategic financial adviser to her clients.

“The Fitzpatricks brand has garnered strong recognition for its focus on the specialist needs of higher net worth clients and successful families. This focus and a parallel ethical culture of absolute client best interest advice is what attracted me to make the move to Fitzpatricks,” she said.

Fitzpatricks CEO John Woodley said the firm is delighted with its most recent arrivals and the bolstering of an existing presence in the Victorian capital. “The leadership team is thrilled to continue to offer a mutually complementary home to excellent advisers of the calibre of Bev and Heather,” Mr Woodley said.

“We welcome each to their new advisory positions at Fitzpatricks and look forward to the contribution each will make to the ongoing development of our business but more importantly the shared skills and learnings amongst their professional colleagues.”

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James Hand CFP, said the opportunity to build a self-employed client advisory practice operating within a community of like-minded professionals was key to his decision.

“The Fitzpatricks business offers a privately owned self-employed structure with very high attention to the detailed needs of higher net worth clients and successful families. This in turn attracts the right ‘type’ of adviser with shared values and focus,” said Mr Hand.

“My decision to join Fitzpatricks after some 25 years operating in the wealth advice sector under different business models has shown me the benefits of aligned interest – both with the client and the philosophical ‘client centric’ support of the overarching licensee. Fitzpatricks offers me the best of both these worlds,” he said.

John Rees CFP has joined Fitzpatricks Brisbane office. He brings over 16 years in senior financial advisory and management roles in financial services to his new venture.

“I relish the opportunity to join a client focussed business with an industry leader. I was impressed with the advice centred approach, professionalism and support of management to build a sustainable business knowing that the interest of my clients will always come first.”

“There were a number of factors that lead me to join the Fitzpatrick’s Group and if I have to narrow it down it to a few it would be their fee-for-service model, adviser and client support services and working with like-minded advisers,” said Mr Rees.

The latest arrivals further bolster the numbers of high quality professional advisers now operating under the Fitzpatricks Australian Financial Services License (AFSL).

“We are really pleased to be in a position to offer new pathways to advisers of the calibre of James and John,” said Fitzpatricks CEO John Woodley.

“Each has made a separate decision to seek a better operating model for themselves and their clients, so we are delighted to be their destination of choice in that regard.”

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Mr Barber’s presence helps to create a coast-to-coast network of excellence in financial planning in Australia, as Fitzpatricks continues to attract high quality professional advisers under its Australian Financial Services License (AFSL).

“We are delighted to welcome David who is a long-serving and prominent financial planning professional based in Perth, WA. He is the principal and founding partner of Pario Financial Management,” Mr Woodley said.

“David joins a distinguished list of recent arrivals under the Fitzpatricks banner of high quality, privately owned financial advisory services in Australia. He joins an existing group of equally passionate Fitzpatricks financial planners making a positive difference for clients around the country.”

Mr Barber said he was happy to forge new territory for the Fitzpatricks brand in Western Australia, and said his search for a new licensee was rigorous and specific.

“It has become increasingly apparent that quality advisers are voting with their feet to find not only the best AFSL support but also a genuine alignment around client centric financial advice.”

“I anticipate a strong future for high quality professional advice centred on client best interest, and we are excited about the next phase for our business in partnership with Fitzpatricks,” he said.

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Mr Ross Curulli, CFP provides holistic financial planning services to higher net worth clients, and provides a strong fit with the Fitzpatricks culture of client centric strategic outcomes.

John Woodley, CEO of Fitzpatricks Private Wealth welcomed Mr Curulli.

“We are delighted that Ross has chosen Fitzpatricks as his licensee of choice. Ross has worked at senior levels within the financial advice sector since 1998. He is another prime example of a high quality professional seeking the right future home and cultural fit with us.”

“Ross has a passion and reputation for serving clients in their journey to long-term wealth and prosperity. We look forward to supporting him to maximise these outcomes for clients as well as improving the quality of support services available to them.”

“It is gratifying to see that advisers of the calibre of Ross continue to seek out the unique Fitzpatricks model and have joined us,” Mr Woodley said.

Mr Curulli said he was attracted to the inherent professionalism within the Fitzpatricks model.

“I appreciate the high expertise displayed across the board within Fitzpatricks, its quality people and the private ownership structure of the business model,” he said.

“The firm has a true vision and has chosen a path of constant development. I look forward to developing my practice and working alongside the intelligent team of Fitzpatricks advisers and staff.”

Fitzpatricks continues to be approached by a number of advisers looking to join the privately owned business. Fitzpatricks is an industry pioneer in providing a fee-for-service professional financial advisory model.

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