Fitzpatricks Private Wealth announces new CEO

fitzpatricks-private-wealth/financial-planning/people-and-products/

22 June 2018
| By Hannah Wootton |
image
image image
expand image

Fitzpatricks Private Wealth has appointed MLC general manager Matthew Fogarty as its new chief executive, with the change allowing John Woodley to take on a role as executive director of the firm.

Fogarty would bring experience at Geneseys and IPAC Equity Partners, as well as his time as general manager, Garvan and MLC financial planning at MLC.

John McMurdo welcomed Fogarty’s extensive history in the advice industry.

“I am delighted that Matthew will be joining our Group to lead Fitzpatricks Private Wealth.  Matthew’s extensive industry experience and passion for advice will support our firm as we continue to grow,” he said.

Woodley would now oversee advice across Fitzpatricks Financial Group, with a strategic focus on mentoring and coaching advisers.

“Our advisers highly value the strategic coaching and mentoring provided by John Woodley.  To meet this demand, John will now focus on how we help advisers build great client outcomes for their clients,” McMurdo said.

“Many licensees do not have the resources to invest in high quality coaching and mentoring services, but this is an area we believe we can show industry changing leadership.  As a Founder and Director of our firm, John Woodley’s advice is highly valued and appreciated by advisers.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

6 days 5 hours ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 1 day ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

2 weeks 5 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo