John has more than 30 years’ experience in advice, investment management and banking across Australia and New Zealand. He has led Fitzpatricks Group since 2011 and in this time overseen a significant expansion of the business to now be a substantial national group operating with multiple brands and advising on more than $7 billion of clients’ wealth.
Prior to joining the group, John was CEO of Centric Wealth and Managing Director of Hillross Financial Services. He has significant Board and Directorship experience within and outside financial services. In addition to being a Director of Fitzpatricks Group, he is also Director of Atrium Investment Management, Fitzpatricks Private Wealth and Retirement Victoria. John is a member of the Australian Institute of Company Directors (AICD) and has an MBA from Henley Business School U.K.
Scott founded the Fitzpatricks Group in 1987 and has more than 25 years’ wealth management experience. He is regarded as one of the change agents who introduced genuine professional, fee for service advice in Australia.
As well as a highly sought after adviser to high net worth individuals and families, Scott is in high demand with other professional advisers and firms to train them in advice and client management. Scott is a Certified Financial Planner (CFP®).
John has more than 20 years’ wealth management experience in both Chief Executive and senior advising capacities. He has been a Director of the Fitzpatricks Financial Group since 2000 and Chief Executive of Fitzpatricks Private Wealth from 2008-2018. John is a Certified Financial Planner (CFP®) and is widely regarded as one of Australia’s finest advisers to high net worth individuals and families.
Matthew is the CEO of Fitzpatricks Private Wealth and has over 20 years’ experience in the financial services industry working with adviser practices. Prior to Fitzpatricks, he led the Garvan and MLC Financial Planning team as the General Manager and was the Head of Financial Planning for ipac Equity Partners and Genesys Wealth Advisers.
Matthew was also a founding partner and director of the Encore Group, a specialist practice management consulting firm, established in 2003. The Encore Group was created as a provider of specialist practice management, consulting, and training services for the financial services industry, specifically advice practices, dealer groups and institutions.