Fitzpatrick signs second senior planner in month
Privately owned financial planning group Fitzpatricks Private Wealth has signed a former Centric Wealth adviser to its network, the second hiring of a senior planner in the last month.
Fitzpatricks said it had signed senior Canberra adviser Alisa Honeyman, CFP to its business with chief executive John Woodley stating the shift was a good cultural fit for Honeyman and the advice group.
"We appreciate that quality advisers today enjoy greater choice when considering new licensee arrangements and it is pleasing to know that we continue to provide a sound fit with some of the profession's highest achievers," Woodley said.
"Alisa embodies the professional and philanthropic values shared by Fitzpatricks, and our firm is delighted she has chosen to join with us. The alignment of culture and values is a necessary cornerstone for licensee and adviser in today's environment."
The move follows that of Sydney-based Ross Curulli, CFP who joined Fitzpatricks in mid-July shifting from his role as NSW-based Director, Financial Planning with chartered accountants Hall Chadwick.
Fitzpatricks stated that it continued to be approached by advisers looking to join the privately owned, fee for service advice business.
AUTHOR
Jason Spits
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