Fitzpatricks Private Wealth has announced it added two Melbourne-based advisers to its national network.
According to a statement yesterday, Chris Giaouris of Chronos Private and David Marasea of Marasea Partners are the latest to join Fitzpatricks.
Fitzpatricks group managing director John McMurdo said the business is proud to welcome its new arrivals and bolster its existing presence in Melbourne.
“We welcome each to their new advisory positions at Fitzpatricks. Both advisers embody the essence of our approach: to seek culturally aligned businesses that make a difference to their clients’ lives,” he said.
The move for Mr Giaouris comes as he sought a model that suited his beliefs.
“I believe financial planning is not solely about investments or strategies, but more importantly it is about helping people make smart choices with their money so they can focus on more important things,” he said.
“I was struggling to find a model that suited my ideas about how to best serve the client’s interest. Fitzpatricks’ mirrored our core values of putting the clients’ needs first and foremost.”
Meanwhile, Mr Marasea said he joined Fitzpatrick due to a cultural fit.
“Our goal is to know, understand and simplify our clients’ lives. I am very pleased to have found a great cultural fit of excellence and client focus at Fitzpatricks,” he said.
Stimulate new ideas. Stimulate new thinking. Top up your CPD points and hear from industry experts with ifa’s Knowledge Centre. Keep up to date with the latest trends and reforms, all while adding to your CPD hours. Explore the Knowledge Centre now.
The government has introduced legislation around the adviser disciplinary body into parliament. ...
Marc Bineham, former AFA national president, has launched new book, The Money Sandwich, aimed at helping over-50s better manage their money and retire...
Mayfair founder James Mawhinney has said a new venture he’s offering to investors is within the bounds of the law despite being hit with a 20-year ...