Fitzpatricks appoints two advisers

fitzpatricks-private-wealth/Matt-Fogarty/

7 June 2021
| By Chris Dastoor |
image
image image
expand image

Fitzpatricks Private Wealth has appointed Matthew Nicholson and Oswaldo Duque to its advice team based in Brisbane.

Nicholson had over 20 years’ experience within the Australian financial services industry, most recently working at VISIS Private Wealth as a private client adviser.

Prior to that, Nicholson was a senior financial planner at Westpac for over four years and held paraplanning, state management and financial advisory roles at financial planning and advice firms including Whittaker MacNaught, Commonwealth Bank and Planwealth.

Duque had worked within the financial services industry since 2013 and joined from ipac, a subsidiary of AMP group, where he was a private client adviser for nearly five years, which followed his role at Corporation U as a financial planner.  

Duque’s expertise centred around providing personalised strategic advice on wealth creation and retirement planning strategies.

The new advisers would support the practice to target the private wealth market in south-east Queensland.

The firm said the renewed team would be better positioned to embrace Fitzpatricks’ lead adviser approach by focusing on a client-centric approach, servicing the needs of high-net-worth individuals, families, business owners, who had more complex financial needs. 

Matt Fogarty, Fitzpatricks chief executive, said each hire brought complementary skills to the firm and were matched well with the essence of the Fitzpatricks approach which was to enrich the lives of its clients via custom-tailored advice.

“Fitzpatricks has pioneered client centric advice systems and philosophies that eschew the ‘one-size-fits-all’ industrial approach,” Fogarty said.

“For example, the lead adviser program led by a founder of our firm Scott Fitzpatrick has been helping to support individual advisers and the growth of sustainable practices.

“It is a testament to our strongly differentiated advice and adviser support model that the Group is attracting such high-calibre advisers.”

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 ago

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

5 months ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 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...

1 week 3 days ago

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

2 weeks 6 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
92.15 3 y p.a(%)
3