FITZPATRICKS PRIVATE WEALTH

People & Products

Daniel Proietto has been appointed as Victorian regional manager for Fitzpatricks Private Wealth....

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Expert Analysis

Advisers should stop trying to ‘do it all’ and know when to outsource to other professionals, writes Scott Fitzpatrick, allowing them to focus on the advice....

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People & Products

Matthew Nicholson and Oswaldo Duque have been added to the advice team at Fitzpatricks Private Wealth....

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Features

The financial consequences of COVID-19 combined with legislative changes mean this will be an unusual tax year for many, Oksana Patron writes....

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Financial planning

The industry is still a “boy’s club” and it will come at the expense of advice that better suits the needs of female clients....

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Features

As a part of its new series, Money Management speaks to financial planning groups and asks them to share their views on the industry in a new environment. This month, MM ...

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Features

While the COVID-19 pandemic has created a lot of stress, anxiety and uncertainty for financial advisers, one of the biggest positives has been the ability for them to hav...

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Features

The increase in home and remote working in the light of the COVID-19 pandemic is likely to be a benefit to women in the workplace if the policies are implemented long-ter...

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Policy & Regulation

A former Brisbane-based administrative employee at Fitzpatricks Private Wealth has been permanently banned by the Australian Securities and Investment Commission for seri...

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Financial planning

Fitzpatricks Private Wealth has announced the addition of Perth-based financial advisers Stewart Symonds & Partners to its national partnership. ...

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Financial planning

Platform provider HUB24 has passed the $10 billion in funds under management milestone including a deal with Fitzpatricks Private Wealth....

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Financial planning

HUB24 has posted record net inflows for the first quarter of $638 million and representing a 19.3 per cent growth....

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People & Products

Fitzpatricks Private Wealth has appointed MLC general manager Matthew Fogarty as its new chief executive....

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

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Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

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Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

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