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Home News

Former Centric Wealth adviser joins Fitzpatricks Private Wealth

Former Centric Wealth adviser Alisa Honeyman will set up her own business under the Fitzpatricks Private Wealth AFSL.

by Alice Uribe
August 4, 2015
in News
Reading Time: 1 min read

According to her LinkedIn profile, the Canberra-based Ms Honeyman spent 18 years with Centric Wealth before departing last year.

She also serves as trustee and director of not-for-profit children’s charity, the Inger Rice Foundation.

X

John Woodley, Fitzpatricks Private Wealth chief executive, welcomed Ms Honeyman.

“Alisa embodies the professional and philanthropic values shared by Fitzpatricks, and our firm is delighted she has chosen to join with us. The alignment of culture and values is a necessary cornerstone for licensee and adviser in today’s environment,” he said.

“We appreciate that quality advisers today enjoy greater choice when considering new licensee arrangements and it is pleasing to know that we continue to provide a sound fit with some of the profession’s highest achievers.”

Ms Honeyman said she was attracted to the professionalism and philanthropic focus within the Fitzpatricks business.

“Fitzpatricks is an industry pioneer in the provision of fee-for-service professional financial advice. The group also has a well-established track record in philanthropic endeavour with its ‘give back, give well’ ethos and public foundation activities. The opportunity to be part of the Fitzpatricks group is an exciting new step for my practice,” Ms Honeyman said.

Fitzpatricks continues to be approached by a number of advisers looking to join the privately-owned business.

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Comments 2

  1. Susie Munro says:
    10 years ago

    [quote]There is so much going on in this industry, that affects how we deliver services to client to their benefit, who really cares where people take their licenses.

    Or is this a paid advert for Fitzpatricks?[/quote]

    I find it pretty interesting. I like hearing about people taking the next step in their careers.

    You know if you’ve got something exciting happening in your business, you could try pitching IFA a story.

    Reply
  2. Ind Adviser says:
    10 years ago

    There is so much going on in this industry, that affects how we deliver services to client to their benefit, who really cares where people take their licenses.

    Or is this a paid advert for Fitzpatricks?

    Reply

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