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Showing 21 - 30 of 35 results for "Fitzpatricks"

How advisers are managing US election concerns

MICHELLE BALTAZAR  |  THURSDAY, 10 NOV 2016
... for financial 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 ...

Antipodes LIC aims to raise $200m

MARK SMITH  |  MONDAY, 15 AUG 2016
... directors Chris 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
... model and a 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 ...

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 ...

IOOF appoints News Corp exec as Shadforth CEO

LAURA MILLAN  |  WEDNESDAY, 28 OCT 2015
... of Shadforth advisers and practices have left the licensee to join non-aligned dealer groups such as Fortnum and Fitzpatricks.

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
An 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 ...

Senior van Eyk executive joins independent advice firm

MARK SMITH  |  MONDAY, 13 OCT 2014
... executive Anthony Vaiente has left struggling asset consultancy firm van Eyk to join independently-owned advice firm Fitzpatricks Financial Group in the role of head of business growth. Vaiente joined van Eyk as manager of private acquisitions and recruitment ...

Fitzpatricks hires former CFSGAM head of marketing

JAMES FERNYHOUGH  |  WEDNESDAY, 30 JUL 2014
Fitzpatricks Financial Group has made two senior appointments in response to a growth in advisers and funds under advice. Former Colonial First State Global Asset Management head of marketing Colin Bold will head up the firm's marketing operations ...