Glen Reilly Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Glen is passionate about helping clients gain clarity around their personal goals and dreams and building strategies to assist them in achieving their ambitions. He seeks to empower his clients to live their life by design, the way they want to live.
On an ongoing basis, Glen and his team are committed to providing friendly, professional holistic advice to business owners and high net wealth families to help manage their wealth and become financially well organised.
Having been a private client adviser since 2006, Glen understands that successful, busy, affluent families often have a number of advisers, but believes that there is generally a void in ‘bringing it all together’. Glen is comfortable working harmoniously with other professional advisers, to make sure this void is eliminated.
Away from work Glen enjoys travel, keeping fit and spending time with his wife and young family.
Watch this short video to find out how we can make a difference to your life.
Contact us today to arrange an initial meeting with one of our advisers.
Hear what Glen’s clients Jeff & Fiona have to say about working with him
Qualifications/Memberships
- Diploma in Financial Planning (Deakin University)
- Certified Financial Planner ™(CFP) (Deakin University)
- Self Managed Superannuation Funds (Kaplan Professional)
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Estate Planning
Asset Protection and Business Structures
Business Succession
Insurance advice for individuals and business owners
Self Managed Superannuation Funds (SMSF)
Superannuation
Tax Effective Wealth Strategies
Wealth Creation
Strategic Financial Advice
Experience
- First started as a financial adviser in 1997
Testimonials
“Glen is hands down one of the most impressive financial advisers that I have met in more than 5-years of meeting and working with financial advisers from all around the country. Glen reciprocates every effort you make, which leaves you fulfilled, energised and looking to extend yourself even more. I never felt a single minute spent with Glen was ever wasted. In my dealings with Glen I have found him to be principled, trustworthy and someone who navigates his business ambitions with a finely tuned moral compass. I believe Glen reflects in his efforts and his attitude the very highest standards the financial planning industry aspires to. I recommend him unreservedly to anyone seeking first class financial services”.
Scott Barlow – Investment consultant to financial planners; promoting risk-targeting as a superior method of portfolio construction.
“I can say without any hesitation, that the day we sat down with Glen was a turning point in our lives. We discussed where we were at, where we were heading and how we were going to get there. We had both felt for quite some time that we could be doing things more effectively, but we didn’t how to go about it. Glen opened our eyes up to lot of things that were missing or could be vastly improved in our “strategic plan.” I guess the best word to describe how Glen has helped us is – comprehensively! Our trust and faith in Glen’s expertise and ability is so unconditional that we have since recommended him to several of our family and friends.”
Simon Atkin. Director Chiropractic Plus Pty Ltd
“Being owners of a small business, and with a growing family, we were feeling very stressed about financial management. Once introduced to Fitzpatricks financial planning, our lives changed dramatically within a couple of months, and within 12 months, we had achieved all we set out to achieve to be financially organised and secure, both personally and professionally. We also set additional goals specifically with the business, which resulted in our business growing confidently. We now have a growing business, with effective tax planning and advisers who provide a high level of personal service and have our personal interests at heart.”
Rachel Metcalf – Project Manager, Specialised Geo
Glen Reilly
02 4926 5099
Request a meetingFitzpatricks Private Wealth (Aust)
Suite 401C, Level 4, 19 Honeysuckle Drive, Newcastle 230002 4926 5099 - Fax: 02 4926 5899
