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Matthew Fogarty joins Fitzpatricks Private Wealth as CEO

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…

Fitzpatricks Group announces three key appointments

“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”.

Federal Budget 2018

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…

Christopher Cuffe AO

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…

High calibre Melbourne advisers join Fitzpatricks’ national network

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…

Decision time: 2017 set to become year of migration

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…

Fitzpatricks adds strength to national team with addition of strategic financial advice firm Paradigm Financial Consulting

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 highlights

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,…

South Australia joins growing Fitzpatricks Private Wealth national presence

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…

Fitzpatricks continues to rank with quality advice firms

Brisbane-based financial advisory firm Highland Financial has aligned its practice under the Fitzpatricks Private Wealth license in a further continuation of high calibre advisory firms joining the licensee’s national network. Highland Financial founder and principal, Chris Wren, says he has operated his fee-based financial advice firm for 10 years. “I’ve been a financial planner for…

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