 |
|
 
|
Join Fitzpatricks
If you’re an independent financial adviser, you are invited to contact us to learn how the Fitzpatricks’ model can grow your business. As a member of the Fitzpatricks Dealer Group, we have the resources to assist with a smooth transition, and a model that allows you to remain in complete control of your business and clients. You will have access to a full complement of support staff and services to help manage and maintain your business. If you like what you see here, and would enjoy joining a group of like-minded business owners, contact any one of our offices to discuss the benefits of becoming a member of the ‘Fitzpatricks family’.
What do our partner Advisers think? The Fitzpatricks model is a complete financial planning service. The model opens up opportunities to grow your business as it gives a level of service that clients have not seen previously. The model also allows for more open communication with clients leading to a greater understanding between the Adviser and the client. Andrew Boyce - Director - Fitzpatricks North Sydney (Formerly Androd Financial Services) The presentation process is simple to follow yet extremely powerful.... The professionals had never seen anything like it.... The Fitzpatricks model brings together all the professions; Accountants, Solicitors and Financial Planners with us project managing the lot.... and the client is overjoyed because they now have a PLAN to move forward covering three main areas: protection of assets, growth of assets, and distribution of assets. A fantastic model that will rapidly propel our business forward. This is what high net worth/income people are looking for. Denis O'Callaghan - Director - Alliance Wealth Management
To determine if you are a match with our Adviser Practice Profile, please take a few moments to answer the following questions. 1. Do you operate as the client's advocate within professional meetings, ensuring the client's agenda is maintained? 2. Would you or are you interested in operating within the "high net wealth family business and business leaders" marketplace? 3. Are you energetic and aspiring to build your business with an equity focus? 4. Do you or are you wishing to alter your profesional fees to a fee for service foundation? 5. Would you like the ability to maintain control of your own business, yet participate and leverage from a national boutique dealership? 6. Are you interested in assisting to maintain and create a national presence within the "high net wealth family business and business leaders" arenas? 7. Would you like to access value along the "value chain", such as the advising practice, then the dealership; rather than the platform provider and then the fund manager? 8. Do you or your business maintain a passion for providing financial advice to clients? 9. Are you open to potentially reviewing or sharing your current business model? If you have answered "yes" to 7 or more of these questions, please call anyone of the people listed below, to discuss how we can help you grow your business. Scott Fitzpatrick - 07 5599 1999 John Woodley - 07 3831 7177 |
||||||
 |
|
