Fitzpatricks makes seventh partnership with Perth firm

fitzpatricks-private-wealth/

31 July 2019
| By Laura Dew |
image
image image
expand image

Fitzpatricks Private Wealth has announced the addition of Perth-based financial advisers Stewart Symonds & Partners to its national partnership.

This is the seventh firm to join the partnership since July 2018 and brings the firm’s total to 61 financial practices.

Stewart Symonds & Partners was set up in 1993 with offices in Perth and Kalgoorlie.

Garry Symonds, partner and general manager, said the firm had been attracted to Fitzpatricks by the private ownership model and family office feel of the practice. He also felt it had the appropriate resources to grow the business successfully.

He said: “Fitzpatricks has been a true partner. Its underpinning values, ongoing support, direct availability and access to the leadership team has been essential to ensure a smooth transition.

“Fitzpatricks view the world the way we do - the client always comes first. We are not trying to sell clients a product, rather looking at getting them well organised financially over the long-term.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 days 7 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
2
DomaCom DFS Mortgage
95.46 3 y p.a(%)
5