Non-aligned licensee Fitzpatricks Private Wealth has added a former NAB-aligned practice to its network, which joins after being attracted to Fitzpatricks' culture.
Perth-based Paradigm Financial Consulting has joined Fitzpatricks having previously been licensed by NAB’s Apogee Financial Planning.
The firm’s founder, Daniel Etherington, said he decided to switch dealer groups because he was attracted to Fitzpatrick’s private ownership model, client-first culture and strategic advice processes.
“Fitzpatricks fit as part of the family photo from my perspective in terms of what I was looking for in a licensee,” he said.
“We chose Fitzpatricks because they are a true business partner, rather than a traditional licensee or dealer group function. We want a partner to keep us more accountable, offer objectivity and allow us to feel part of a team.”
Fitzpatricks Financial Group managing director John McMurdo said: “Paradigm embodies our approach of high-quality, holistic advice and ongoing commitment to the client’s goals and overall wellbeing.
“We welcome Daniel and his Perth practice to Fitzpatricks.”
SUBSCRIBE TO THE IFA DAILY BULLETIN
19 Jan 2018AFA to host international adviser group AGMBy Staff Reporter
19 Jan 2018ASIC warns licensees over death nominationsBy Staff Reporter
18 Jan 2018ABA awaits government action on advice reformsBy Killian Plastow
18 Jan 2018SMSF sector grows 26% in 5 yearsBy Staff Reporter
18 Jan 2018ASIC accepts EU from former Suncorp adviserBy Staff Reporter
18 Jan 2018AIOFP to visit USA on 20th anniversaryBy Staff Reporter
- view all