Fitzpatrick picks up former NAB-aligned firm

Non-aligned licensee Fitzpatrick Private Wealth has added yet another firm to its national network, this time reeling in a former NAB-aligned advice firm.

According to a statement, Brisbane-based Highland Financial joins Fitzpatrick after its principal and founder Chris Wren spent 10 years searching for "a collaborative, non-aligned network".

"Ultimately I am very pleased to have discovered a licensee that shares common cultural values built around the core principle of client-first outcomes," Mr Wren said.

"Our core values consist of life balance and family and clients' needs first. Highland Financial operates on a fee-based model."

Highland Financial was previously licensed by NAB's GWM Adviser Services, according to the firm's website.

Fitzpatrick chief executive John McMurdo said the business is pleased with its selective growth strategy of attracting "senior, high-quality financial advisers".

"Highland Financial embodies the essence of our approach: to seek culturally-aligned, fee-based advisory businesses that are making a difference in the lives of their clients.

"We welcome Chris and his entrepreneurial spirit to the Fitzpatrick's group," Mr McMurdo added.

 

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