Fitzpatrick Private Wealth (FPW) will enter a strategic partnership with Rothgard Financial Partners.
The news comes as the Brisbane-based advice firm’s founder Ross Vanderwolf and principal Gino Saggiomo officially signed to join the FPW national network.
“We are pleased to welcome Rothgard to the Fitzpatricks Private Wealth community of lead advisers,” Fitzpatricks Group CEO Jodie Blackledge said.
“Genuine partnership begins with shared values and purpose. Our partnership with Rothgard’s like-minded advice principals bolsters a shared vision of advice as a true profession, underpinned by a core purpose to enrich the lives of our clients.”
Mr Vanderwolf said Rothgard decided to formally join FPW after personally experiencing its lead adviser philosophy and community at FPW’s two-day coaching program.
“The Fitzpatricks lead adviser frameworks are simple and effective but require a mindset shift,” he said.
“It was the relationships, the one-on-one coaching from the Fitzpatricks team and existing advisers that helped us to embed the philosophy and position us to have greater confidence in the value of our advice.”
Mr Saggiomo added: “It was clear early on, that Rothgard and FPW were philosophically aligned.
“Fitzpatricks understands us and our advice model, and provides a superior platform for Rothgard to continue to deliver quality strategic advice to our clients.”
The partnership comes just weeks after FPW recruited senior Brisbane-based financial adviser, Rocco Costa, to the team.
In the new role with FPW, Mr Costa will work with fellow Brisbane-based professionals, executives and high-net-worth individuals.
Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.
Neil is also the host of the ifa show podcast.
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