Search Results | Showing 1 - 10 of 28 results for %22Fitzpatricks Private Wealth%22 |
| | Fitzpatricks Private Wealth has grown its network, adding a Fortitude Valley practice. Rothgard Financial Partners has officially joined the dealer group, having worked closely in recent years to pivot the former towards the private client market. Rothgard ... |
| | | Fitzpatricks Private Wealth has appointed a Victorian regional manager to expand its presence in the state. Daniel Proietto will step into the position, after most recently working as an independent business consultant, advising investment managers ... |
| | | ... year, the two recent additions bring 25 new firms to the Count Financial group. StrategyOne, previously part of the Fitzpatricks network, joined the ASX-listed firm in May. A snapshot of the adviser population as at June 3 shows that the number of advisers ... |
| | | ... 16 th new firm to join since the start of 2021. Based in Northern Sydney, StrategyOne was previously part of the Fitzpatricks network. It has a team of nine, including three financial advisers who specialise in strategic advice. StrategyOne managing ... |
| | | ... executive. This gives her the responsibility for the group's three main areas of focus: core business Fitzpatricks Private Wealth which has over 100 advisers, Atrium Investment Management which had $1.7 billion in assets under management, and another ... |
| | | A former Fitzpatricks Private Wealth employee has been permanently banned from providing financial services after stealing close to $300,000. The Australian Securities and Investments Commission said Emma Maree Radke provided administration services ... |
| | | Fitzpatricks Private Wealth added another practice to its growing network. Fitzpatricks told Financial Standard it bought a stake in Perth-based Stewart Symonds & Partners, representing 38 new advisers who have joined. It is one of seven new practices ... |
| | | ... FUA to $8.3 billion on the year prior. It also signed 22 distribution agreements including one with Fitzpatricks Private Wealth, which offers managed accounts to its clients. On a smaller scale but just as significant, Praemium saw its separately managed ... |
| | | ... vertically integrated platforms. HUB24 signed 22 new distribution agreements June quarter, which included Fitzpatricks Private Wealth. About $700 million of Fitzpatricks' FUA is expected to transition to the platform by the end of 2018. HUB24 listed ... |
| | | ... managed portfolio solution and a new administration solution to a boutique financial advice group Fitzpatricks Private Wealth. Fitzpatricks group managing director John McMurdo said HUB24 built a tailored solution that offers advisers access to both ... |
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