Fitzpatricks turn to Thomas for advice excellence


Former AMP and AXA adviser, Rob Thomas has joined Fitzpatricks Private Wealth as manager of advice excellence.
The move announced yesterday follows a period of growth by Fitzpatricks that has seen Hobart-based firm Main Street Financial Solutions, Perth-based David Barber, and former Centric Wealth adviser, Alisa Honeyman, join the network in recent months.
Fitzpatricks chief executive, John Woodley said the newly formed role of manager, advice excellence, had been created to enrich the group's integrated support services for all advisers and their clients.
"We are delighted to welcome Rob who is a long-serving and prominent financial services professional, having worked in strategic roles for many household financial services and advice brands in Australia," Woodley said.
"Rob joins at a critical juncture for our firm as we expand operations around the country.
"Synchronising the high standards of our core advice philosophy, as well as the delivery of the practical, technical, governance and advice tools, is a key task for Rob in his new role."
Recommended for you
There is a gap in the market for Australian advisers to help individuals with succession planning as the country has been noted by Capital Group for being overly “hands off” around inheritances.
ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.
Having peaked at more than 40 per cent growth since the first M&A bid, Insignia Financial shares have returned to earth six months later as the company awaits a final decision from CC Capital.
Private market secondaries manager Coller Capital has unveiled a new education platform to improve advisers’ and investors’ understanding of secondaries.