Verified recordFinancial Services

Warwick Bird

Private Wealth Adviser at Fitzpatricks Advice Partners

Based in Perth, Australia

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Seniority

Manager

Department

Finance & Accounting

Location

Perth

Industry

Financial Services

Company size

82

Contact information

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Email

1 credit

w•••••••@fitz.com.au

Phone

5 credits

+61 ••• •••• ••••

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Background

About Warwick Bird

As a ‘life-long learner', Warwick enjoys the technical aspects of his job as well as learning from everyone he meets. Believing that building personal relationships is a pillar of quality financial advice, Warwick’s clients appreciate his caring nature and the time he takes to identify their individual needs, goals, and core beliefs. It is through this holistic approach to financial advice that Warwick develops bespoke strategies and structures to achieve his clients’ objectives. Here are some of the qualities that our clients share: Demonstrating a passion for living a purposeful life. Valuing having an objective sounding board, being open to receiving advice, and willing take action. Wanting to take a holistic approach to their finances e.g. accumulating, protecting and preserving their wealth. Understanding that seeing the results of some strategies may take time. Wanting to be financially well organised, and to stay that way. Mirroring the values that we hold (integrity, quality, consideration, authenticity and insightfulness). Our clients say they like working with us because: We consider all their requirements and needs (not just the financial issues). We work well with their other trusted advisers without letting ego get in the way. We are focused on quality, keep our promises, and have exceptional attention to detail. Now is the time to start getting financially well organised, so if you would like to know more, please do not hesitate to reach out for an initial discussion. Fitzpatricks Private Wealth Pty Ltd ABN 33 093 667 595, holder of an Australian Financial Services Licence (AFSL No. Warwick Bird and Fitzpatricks Private Wealth Advisers Pty Ltd (ABN 58 639 586 600) are authorised representatives of Fitzpatricks Private Wealth.

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