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Value, not scale focused: Fitzpatricks takes new M&A lens

Focusing on “complex clients” that can get the most value of it’s Lead Adviser program is more important than scale according Fitzpatricks Private Wealth. ....

Jodie Blackledge , Fitzpatricks Private Wealth , Lead Adviser , Brisbane Based Rothgard Financial Partners , Professional Planner , Lead Adviser ,

Fitzpatricks announces partnership with Brisbane-based advice firm

Fitzpatrick Private Wealth (FPW) will enter a strategic partnership with Rothgard Financial Partners. The news comes as the Brisbane-based advice firm’s founder Ross Vanderwolf and principal Gino S ....

Neil Griffiths , Gino Saggiomo , Jodie Blackledge , Ross Vanderwolf , Fitzpatricks Group , Fitzpatricks Private Wealth , Rocco Costa ,

Part-time licensing in the frame: 'Flexibility is quite challenged'

As flexible working arrangements have become more commonplace in the wake of the pandemic era, the advice industry is faced with a challenge in making the industry attractive, not only to new entrants but to existing members. ....

Paul Cullen , Jodie Blackledge , Fitzpatricks Financial Group , Centrepoint Alliance , Professional Planner ,