Guardian FP practice joins Fitzpatricks Private Wealth

Western Australia-based Pario Financial Management has moved away from Suncorp's Guardian Financial Planning licensee to join non-aligned dealer group Fitzpatricks Private Wealth.

news

by Reporter - August 11, 2015 2 comments

The move follows several other financial advice practices and planners joining the non-aligned licensee.

Pario Financial Management founder David Barber will "forge new territory" for the dealer group in Western Australia, a statement from Fitzpatricks said.

"We are delighted to welcome David who is a long-serving and prominent financial planning professional based in Perth," Fitzpatricks chief executive John Woodley said.

"David joins a distinguished list of recent arrivals under the Fitzpatricks banner of high quality, privately-owned financial advisory services in Australia.

"He joins an existing group of equally passionate Fitzpatricks financial planners making a positive difference for clients around the country," he said.