Fitzpatricks Advice Partners
Financial Services
Au
82 employees
- Employees
- 82
- Contacts
- 2
- Emails
- 2
Fitzpatricks Advice Partners Overview
- Headquarters
- Au
- Website
- www.fitz.com.au
- Industry
- Financial Services
- Employees
- 82
- Founded
- 1987
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Fitzpatricks Advice Partners
Fitzpatricks are a professional advisory firm dedicated to partnering with our clients to develop pathways that enrich their lives and future generations. Fitzpatricks is the trusted advice partner to successful families, businesses, leaders, and professionals. Established in 1987, we have supported countless clients to protect, manage, and build multi-generational wealth. Our approach is compassionate, understanding and collaborative. We also work closely with families and other professionals to facilitate the transfer of wealth to future generations and educate and support the new custodians of this wealth. With the support of our clients, we have grown from a boutique advisory firm in Brisbane to a large national advice firm. This growth shows the trust placed in us by our clients and reflects the true value of this work. Adviser, expert facilitator, and trusted confidante. We offer a broad range of professional advisory services focusing on - Succession planning - Intergenerational wealth management - Investment strategy - Philanthropy - Asset protection For inquiries visit www.fitz.com.au Fitzpatricks Advice Partners is a registered trading name of Fitzpatricks Private Wealth Pty Ltd (ABN 33 093 667 595) AFSL No 247429. This information is general information only. You should consider the appropriateness of this information with regards to your objectives, financial situation, and needs.
Fitzpatricks Advice Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
Fitzpatricks Advice Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Steven Reid | Emerald, Victoria, Australia |
Email
|
|
| John Rees | Director / Adviser at Fitzpatricks | Greater Brisbane Area, Australia |
Email
|
| Rachelle Bunting | Client Services Manager | Point Wolstoncroft, New South Wales, Australia |
View
|
| Simeon Levin Cfp® | Lead Financial Adviser - Supporting |
View
|
Employees by Management Level
Director
1 profile
Manager
1 profile
Senior / Lead
1 profile
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