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

Search Results

Showing 11 - 20 of 28 results for %22Fitzpatricks Private Wealth%22

MLC dealer group lead joins boutique

JAMIE WILLIAMSON  |  FRIDAY, 22 JUN 2018
... 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 John Woodley who ...

HUB24 inks MDA, tech deal

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... solution to a boutique financial advice group. The $7.4 billion platform provider was selected by Fitzpatricks Private Wealth to develop a tailored managed portfolio solution for Fitzpatricks' current MDA offering. Fitzpatricks group managing director ...

Legalsuper appoints new client service manager

ALEX BURKE  |  MONDAY, 22 JAN 2018
The former head of compliance at Fitzpatricks Private Wealth is taking on a new role at legalsuper. Ragnhild Sky joins as client service manager for the ACT region. Before Fitzpatricks, she was a senior compliance manager at St George and a senior financial ...

Fitzpatricks Group acquires financial advice firm

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
Fitzpatricks Group has acquired a Melbourne based financial advice firm with a private client base of more than 3500 following its fresh capital injection from Quadrant Private Equity and Yorkway Capital Partners. The acquisition of Retirement Victoria ...

Fitzpatricks secures capital backing for growth

JAMIE WILLIAMSON  |  WEDNESDAY, 30 AUG 2017
... capital via a private equity partnership will ensure further expansion of national advisory and wealth management firm Fitzpatricks Group. A capital funding partnership agreement with Quadrant Private Equity and Yorkway Capital Partners has been reached ...

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 ...