Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 11 - 20 of 22 results for "Fitzpatricks Private Wealth"

Fitzpatricks strengthens Victorian advice presence

JAMIE WILLIAMSON  |  WEDNESDAY, 19 APR 2017
Fitzpatricks Private Wealth is continuing its expansion with the addition of two Melbourne advice practices. Chronos Private and Marasea Partners have aligned with Fitzpatricks, following a line of firms to come under its licence in the past 12 months. ...

How advisers are managing US election concerns

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
... advisers as their clients worry about what the US election-driven market turbulence means to them. Fitzpatricks Private Wealth senior financial adviser Leonard Gennusa, said the firm expects to send out an email update to clients in the next 24 hours ...

Antipodes LIC aims to raise $200m

MARK SMITH  |  MONDAY, 15 AUG 2016
... Cuffe and Lorraine Berends. Cuffe is the independent chair of UniSuper and non-executive director of Fitzpatricks Private Wealth and Berends is on the investment committee of QSuper.

Fitzpatricks adds new advice firm

DARREN SNYDER  |  MONDAY, 8 AUG 2016
... client-first culture are said to be the main reasons behind a Perth-based financial advice firm joining Fitzpatricks Private Wealth. Paradigm Financial Consulting is the new Fitzpatricks partner, entering with a commitment to continue long-term service ...

Fitzpatricks hires ex-ipac adviser to head up Adelaide practice

ALEX BURKE  |  TUESDAY, 3 MAY 2016
Fitzpatricks Private Wealth has appointed a senior adviser to head up the group's Adelaide office. Shane Case joins Fitzpatricks from ipac Canberra, where he was a client service manager. He established his own practice, Vickers Case & Associates in ...

Two IPAC advisers join independent firm

MARK SMITH  |  WEDNESDAY, 2 DEC 2015
Independent advice firm Fitzpatricks Private Wealth has recruited two senior advisers from IPAC to its AFSL in Victoria. Bev Manallack and Heather Boughton join the company on 7 December from IPAC and will operate out of Fitzpatricks' Collins Street ...

Fitzpatricks growth burst all part of the plan

ALEX BURKE  |  FRIDAY, 7 AUG 2015
Recent high-profile adviser recruitments at Fitzpatricks Private Wealth are part of a "steady growth rate at a bigger scale," according to chief executive John Woodley. The past month has seen IOOF-aligned Main Street Financial Solutions and former ...

IOOF advice firm jumps ship to Fitzpatricks

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
... advice firm licensed under IOOF-owned Lonsdale has changed dealer groups and moved to non-aligned Fitzpatricks Private Wealth. Hobart-based Main Street Financial Solutions is licensed under Fitzpatricks starting July 1, 2015, principal Charles Badenach ...

HNW adviser starts real return investment association

LAURA MILLAN  |  MONDAY, 17 MAR 2014
Former Fitzpatricks Private Wealth general manager Philip Reid has set up the Association of Real Return Investment Advisers (ARRIA) as a forum where advisers can share strategies and meet fund managers. ARRIA held its first round table in Sydney in ...

NAB Asset Servicing awarded new contracts

MARK STORY  |  MONDAY, 4 FEB 2013
... administrative services to investment manager Atrium Investment Management, and custodial services to Fitzpatricks Private Wealth. The win comes after a competitive tender process, managed by Foxrock Consulting. Atrium Investment Management, a Sydney ...