Fitzpatricks Private Wealth

Australia · 110 Employees
Fitzpatricks Private Wealth is a privately-owned, national advisory firm specialising in wealth preservation, estate planning and investment management for successful Australian's, both their businesses and families. Our aim is to help you become ‘financially well organised' by creating and project managing your life plan. We do this with a 10 - 3 - NOW Year Plan that focusses on the life you truly desire to enjoy, the legacy you want to leave and a realistic map to get there. Founded in 1987 by Scott Fitzpatrick and business partner John Woodley, the firm is an early pioneer of client-centric financial advice focused on quality of life as well as quality investments. Over time, other financial planners approached Fitzpatricks, attracted by the integrity of the business model, and we evolved into a national firm with over 100 like-minded and heart-centred financial advisers. To sustain these company values and the quality of our unique service, we accept new advisory partners and investment managers by invitation only. EXPERTISE WHEN YOU NEED IT - Business succession - Cash flow analysis - Debt structuring - Estate planning - Family board guidance - Investment management - Retirement planning - Risk management - Superannuation - Asset protection For inquiries visit www.fitz.com.au Follow us on Twitter @FitzWealth 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.

概述

国家 Australia
成立时间 1987
总部 level 5, 4 martin pl, sydney, new south wales, australia
电话号码 +61 2 9133 9500
网站 http://www.fitz.com.au
LinkedIn http://www.linkedin.com/company/fitzpatricks-private-wealth
Twitter https://twitter.com/FitzWealth
Facebook
员工数 110
行业 financial services,
简介 Fitzpatricks Private Wealth is a privately-owned, national advisory firm specialising in wealth preservation, estate planning and investment management for successful Australian's, both their businesses and families. Our aim is to help you become ‘financially well organised' by creating and project managing your life plan. We do this with a 10 - 3 - NOW Year Plan that focusses on the life you truly desire to enjoy, the legacy you want to leave and a realistic map to get there. Founded in 1987 by Scott Fitzpatrick and business partner John Woodley, the firm is an early pioneer of client-centric financial advice focused on quality of life as well as quality investments. Over time, other financial planners approached Fitzpatricks, attracted by the integrity of the business model, and we evolved into a national firm with over 100 like-minded and heart-centred financial advisers. To sustain these company values and the quality of our unique service, we accept new advisory partners and investment managers by invitation only. EXPERTISE WHEN YOU NEED IT - Business succession - Cash flow analysis - Debt structuring - Estate planning - Family board guidance - Investment management - Retirement planning - Risk management - Superannuation - Asset protection For inquiries visit www.fitz.com.au Follow us on Twitter @FitzWealth 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.

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常见问题

Fitzpatricks Private Wealth 在哪里?

Fitzpatricks Private Wealth 的总部位于 level 5, 4 martin pl, sydney, new south wales, australia

Fitzpatricks Private Wealth 的电话号码是多少?

Fitzpatricks Private Wealth 的电话号码是 +61 2 9133 9500

Fitzpatricks Private Wealth 的官方网站是什么?

Fitzpatricks Private Wealth 的公司官方网站是 http://www.fitz.com.au

Fitzpatricks Private Wealth 是做什么的?

Fitzpatricks Private Wealth 的业务有哪些?

private wealth advice,estate planning,financial planning,wealth protection

Fitzpatricks Private Wealth 的年收入是多少?

Fitzpatricks Private Wealth 的收入是 20000000美元

Fitzpatricks Private Wealth 有多少员工?

Fitzpatricks Private Wealth 有 110 名员工

Fitzpatricks Private Wealth 属于哪个行业?

Fitzpatricks Private Wealth 从事以下行业: financial services

Fitzpatricks Private Wealth 使用什么技术?

Fitzpatricks Private Wealth 使用的一些流行技术包括: CloudFlare Hosting,Cloudflare DNS,Facebook Custom Audiences,Facebook Login (Connect),Facebook Widget,Google Analytics,Google Font API,Google Maps,Google Maps (Non Paid Users),Google Tag Manager,Gravity Forms,Hotjar,Inspectlet,MailChimp SPF,Microsoft Office 365,Mimecast,Mobile Friendly,Typekit,Vimeo,WordPress.org,YouTube,reCAPTCHA

如何联系 Fitzpatricks Private Wealth?

Fitzpatricks Private Wealth 联系信息: 电话号码:+61 2 9133 9500, 网站:http://www.fitz.com.au, 邮箱:bob***@***.***.au

Fitzpatricks Private Wealth 的社交媒体链接是什么?

Fitzpatricks Private Wealth 领英:http://www.linkedin.com/company/fitzpatricks-private-wealth,fackbook:,twitte:https://twitter.com/FitzWealth

Fitzpatricks Private Wealth 是一家上市公司吗?

不是

Fitzpatricks Private Wealth 的最后一轮融资是什么时候?

暂无最近投资信息

谁投资 Fitzpatricks Private Wealth?

Fitzpatricks Private Wealth 有 0 家投资者,包括 。

管理层

Bobbe-Lee Duncombe

Lead Advisor & Practice Principal

Leonard Gennusa

Owner and Financial Adviser

Lyn Dixon

Head of Advice Compliance

员工

Warwick Bird

Private Wealth Adviser

Greg Weiland

Private Wealth Advisor / Personal CFO

Louise Silver

Practice Efficiency Coach

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