Fitzpatricks adds Perth-based advice firm
Fitzpatricks Private Wealth has entered into a partnership with Perth-based financial advice firm, Paradigm Financial Consulting, to continue to deliver long-term service to its small businesses and high net worth client base.
Paradigm founder, Daniel Etherington, who has been in the financial services industry for over 30 years, said he selected Fitzpatricks due to its private ownership model, client first culture and strategic advice processes.
With Paradigm mostly targeting clients who were small to medium enterprises (SMEs), successful families or high net worth and Fitzpatricks traditionally focusing on business owners, successful individuals, wealthy families and charitable foundations, Etherington saw a partnership as a "natural fit".
"We chose Fitzpatricks because they are a true business partner, rather than a traditional licensee or dealer group function. We want a partner to keep us more accountable, offer objectivity and allow us to feel part of a team," he added.
"Fitzpatricks fit as part of the family photo from my perspective in terms of what I was looking for in a licensee."
Fitzpatricks group managing director, John McMurdo, said Paradigm "embodied an approach of high quality holistic advice and ongoing commitment to the client's goals and overall wellbeing".
"We welcome Daniel and his Perth practice to Fitzptaricks."
AUTHOR
Oksana Patron
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