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
- 17 Aug 2018Grandfathering is not in consumers' interests: KellBy Tim Stewart
- 17 Aug 2018Advisers can ‘professionalise’ clients’ philanthropyBy Lucy Dean and Killian Plastow
- 17 Aug 2018Standalone robo-advisers ‘will not attract’ HNW investorsBy Reporter
- 17 Aug 2018Assess super on value not fees, Rice Warner urgesBy Killian Plastow
- 16 Aug 2018ANZ taken to task over ‘misleading’ general adviceBy Reporter
- 16 Aug 2018Faith in adviser ethics fallsBy Reporter
- view all