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Showing 1 - 10 of 34 results for "Fitzpatricks"

Fitzpatricks bolsters Victorian presence

ELIZABETH MCARTHUR  |  WEDNESDAY, 30 JUN 2021
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 ...

Count Financial adds two practices

KARREN VERGARA  |  WEDNESDAY, 9 JUN 2021
... 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 ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... 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 ...

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 ...
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