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Showing 11 - 20 of 41 results for "Fitzpatricks"

New chief executive at Fitzpatricks Group

KANIKA SOOD  |  TUESDAY, 15 DEC 2020
... executive to succeed co-founder John Woodley, as he moves to an executive chair role. Jodie Blackledge has been appointed Fitzpatricks Group's chief executive. This gives her the responsibility for the group's three main areas of focus: core ...

Dealer groups slam FPA policy

ELIZABETH MCARTHUR  |  THURSDAY, 4 JUN 2020
Fortnum, Centrepoint, Easton Wealth, CountPlus, Fitzpatricks and Paragem have all criticised the Financial Planning Association of Australia's latest policy proposal. The FPA wants to see AFSLs only responsible for the oversight of product compliance ...

Former dealer group chief to lead Australian Ethical

HARRISON WORLEY  |  TUESDAY, 4 FEB 2020
... executive Steve Gibbs set to resume his role as chair of the board. McMurdo is the former group managing director of Fitzpatricks Financial Group and a former managing director of Hillross Financial Services. McMurdo will assume his post at the investment ...

ASIC bans former Fitzpatricks employee

ELIZA BAVIN  |  MONDAY, 28 OCT 2019
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 expands footprint

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
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 ...

Last chance to participate in the annual FS Managed Accounts Survey

MICHELLE BALTAZAR  |  WEDNESDAY, 1 AUG 2018
... 51.2% jump in its 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 ...

HUB24 introduces low-cost product

KARREN VERGARA  |  THURSDAY, 19 JUL 2018
... away from 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 ...

Advice dealer group appoints executive

JAMIE WILLIAMSON  |  WEDNESDAY, 18 JUL 2018
A boutique financial advice dealer group welcomed a new executive to its leadership to spearhead acquisitions. Fitzpatricks Group has appointed a new chief financial and chief operating officer in Jodie Blackledge. Blackledge joins from ASX-listed firm ...

New managing director at Paragem

KARREN VERGARA  |  MONDAY, 25 JUN 2018
... deliver both a 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 ...

MLC dealer group lead joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
... Financial Planning will lead a boutique financial advice business. Matthew Fogarty has been appointed chief executive of Fitzpatricks Private Wealth, joining from MLC where he was general manager of Garvan and MLC Financial Planning. Fogarty will succeed ...