Fitzpatricks makes seventh partnership with Perth firm
Fitzpatricks Private Wealth has announced the addition of Perth-based financial advisers Stewart Symonds & Partners to its national partnership.
This is the seventh firm to join the partnership since July 2018 and brings the firm’s total to 61 financial practices.
Stewart Symonds & Partners was set up in 1993 with offices in Perth and Kalgoorlie.
Garry Symonds, partner and general manager, said the firm had been attracted to Fitzpatricks by the private ownership model and family office feel of the practice. He also felt it had the appropriate resources to grow the business successfully.
He said: “Fitzpatricks has been a true partner. Its underpinning values, ongoing support, direct availability and access to the leadership team has been essential to ensure a smooth transition.
“Fitzpatricks view the world the way we do - the client always comes first. We are not trying to sell clients a product, rather looking at getting them well organised financially over the long-term.”
Recommended for you
A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 for a client.
Estimates for the calendar year 2024 put the advice industry on track for a loss in adviser numbers as exits offset gains from new entrants.
Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation.
National advice firm Invest Blue has announced several acquisitions, including the purchase of an estate planning and wealth protection business Lambert Group.