Fitzpatricks adds SA presence
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."
Recommended for you
Lonsec Research and Ratings has appointed a head of sales, completing the leadership team to boost its reach with financial advisers.
Allianz Retire+ has announced major leadership changes with the appointment of a new CEO and distribution heads to help expand its presence across the wealth channel.
The RBA assistant governor (business services) is set to speak at the Women in Finance Summit 2025, taking place this November.
Momentum Media’s wealth publishing network is pleased to announce the launch of the annual Australian Wealth Management Summit 2025.

