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VerifiedFinancial Services· Founded 1987

Fitzpatricks Financial Group

Fitzpatricks Financial Group is a national advisory and wealth management firm specialising in estate planning, wealth preservation, financial management strategies and investment management. Advising partners and investment professionals join Fitzpatricks by invitation only and are rigorously tested for the highest ethical, technical and professional standards in wealth management in Australia. Our clients are typically business owners, business leaders, successful individuals, wealthy families and charitable foundations. Fitzpatricks has earned a reputation for unwavering commitment to these clients based on the core principles of genuine client advocacy, impartial advice, and world class portfolio construction services. The quality of the group’s business model and delivery capability has positioned the group for a continuation of the strong growth that has occurred since early 2012. The firm wishes to add sustainable and valuable growth but remain firmly committed to the quality standards that have earned the group a reputation as one of the leading boutique wealth management groups in Australia today. Our purpose is To Enrich Lives. The lives of our clients, advisers and staff.

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Employees17(11 to 50)Founded year1987Websitefitz.com.auLinkedIn profileLinkedIn

Verified contacts

10

available on Kipplo

LinkedIn employees

17

11 to 50 range

Open roles

no listings

Distinct roles

9

indexed titles

Tech stack

3

tools in use

Monthly traffic

9

organic / mo

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Top roles at Fitzpatricks Financial Group

9 distinct titles indexed · top 9 shown.

  • 2contractor
  • 1b2b marketing manager
  • 1chief executive officer, fitzpatricks financial group
  • 1company secretary head of hr
  • 1company secretary, head of hr
  • 1director
  • 1glen reilly - director private client adviser
  • 1group chief financial officer, coo, investments
  • 1office manager

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