Two IPAC advisers join Fitzpatricks
Fitzpatricks Private Wealth has continued to grow their adviser numbers with the appointments of Bev Manallack and Heather Boughton.
Both advisers join from IPAC and will be based in Fitzpatrick's Collins Street office in Melbourne.
Manallack has been in the financial services sector for 24 years and has experience in superannuation, self-managed super funds (SMSFs), retirement planning, cash-flow management, and wealth creation.
Boughton has 27 years' experience in the sector of which 18 years was spent advising clients in investment, superannuation, SMSFs, retirement planning, strategic planning, estate planning, insurance, taxation, and investment structuring.
Commenting, Fitzpatricks chief executive, John Woodley, said he was delighted to boost the firm's Victorian presence.
"We welcome each to their new advisory positions at Fitzpatricks and look forward to the contribution each will make to the ongoing development of our business but more importantly the shared skills and learnings amongst their professional colleagues."
Recommended for you
Clime Investment Management has faced shareholder backlash around “unsatisfactory” financial results and is enacting cost reductions to return the business to profitability by Q1 2025.
Amid a growing appetite for alternatives, investment executives have shared questions advisers should consider when selecting a private markets product compared to their listed counterparts.
Chief executive Maria Lykouras is set to exit JBWere as the bank confirms it is “evolving” its operations for high-net-worth clients.
Bennelong Funds Management chief executive John Burke has told Money Management that the firm is seeking to invest in boutiques in two specific asset classes as it identifies gaps in its product range.
