December 2018 Chief Investment Officer, Tony Edwards, provides an investment update on 2018 and an outlook for 2019.
Media Release 22nd June John McMurdo today announced the appointment of Matthew Fogarty as CEO of Fitzpatricks Private Wealth. Matthew joins Fitzpatricks from MLC where he held the position of General Manager, Garvan and MLC Financial Planning. Prior to this role, Matthew was Head of Financial Planning at Genesys and IPAC Equity Partners. John McMurdo…
“I am delighted to announce three key appointments to our Group, all designed to: strengthen our advice offering and support our advisers to build great outcomes for their clients. At a time where many in our sector are questioning their advice model, we are committed to promoting the value of advice and to support our advisers. I believe we have a real opportunity to take a leadership role within the industry. Marnie Page has joined the Group as Head of Adviser Experience, Colin Lewis as Head of Technical Services and Amanda Wilson as Head of Advice and Licensee Compliance”.
May 2018 Personal Income Tax The Government is introducing a seven year Personal Income Tax Plan. The first step provides permanent tax relief to low and middle-income earners to help with the cost of living pressures. The second step provides relief from bracket creep by increasing the top threshold of the 32.5 percent personal income…
We are pleased to congratulate our Chairman, Chris Cuffe, for the announcement this week of his Order of Australia award in the Queen’s Birthday Honours list. Chris received this honour for distinguished service to the community as an advocate for philanthropy, as a supporter of improved financial efficiencies in charitable organisations, and to the funds…
Two Melbourne-based advisers have aligned under the Fitzpatricks Private Wealth license, further contributing to the number of high calibre advisers to have recently joined the national network. Chronos Private partner and principal advisor, Chris Giaouris, says he built Chronos Private in 2016 in order to focus on a more client-centric and evidence-based advice approach. “I…
Privately-owned national advice firm, Fitzpatricks Private Wealth, believes the New Year is shaping up as a watershed for the movement of high quality financial advisers into licensing arrangements better suited to objective based advice outcomes for clients. Fitzpatricks was a pioneer of fee-based advice services, and has long held objectives based advice as a fundamental…
Aligned client centric culture and values has led Perth-based Paradigm Financial Consulting (Paradigm) to partner with Fitzpatricks Private Wealth. Paradigm sees the partnership as a ‘natural fit’ in its commitment to delivering long-term service to its small business and high net worth client base. Paradigm founder, Daniel Etherington (CFP), has worked in the financial services…
FEDERAL BUDGET 2016 The Federal Treasurer Scott Morrison delivered his inaugural Federal Budget speech to the nation last night with the message of jobs and growth, and having an economic plan to transition the economy. Business is a winner, particularly small and medium size businesses, due to the progressive reduction in the company tax rate,…
Adelaide-based Shane Case, CFP®, has become the latest accomplished financial adviser to join Fitzpatricks Private Wealth’s growing national network. His arrival to the group signals the formation of Fitzpatricks Private Wealth South Australia, and bolsters recent high profile adviser arrivals from Tasmania, WA, the ACT, Queensland and NSW. “We are delighted to see the Fitzpatricks…
