Fitzpatricks Private Wealth has added a South Australian presence.
The company announced this week that Adelaide-based Certified Financial Planner (CFP), Shane Case, had joined the firm in a move which signals the formation of Fitzpatricks Private Wealth South Australia.
It said Case’s appointment followed on from recent adviser arrivals from Tasmania, WA, the ACT, Queensland and NSW.
Commenting on Case’s recruitment, Fitzpatricks Group managing director, John McMurdo, said it was part of the company’s strategy of expansion through selective partnership with high-quality advisers — something which had given it a footprint beyond its traditional eastern seaboard base.
“Shane Case is an experienced, client-centric advice professional and we welcome him to the firm,” he said.
“Shane will operate his practice under the Fitzpatricks brand from Adelaide, servicing clients in that city and also from the agriculture and fisheries hub of Port Lincoln, on the Eyre Peninsula.”
