Fitzpatricks Group expands to support advisers
Fitzpatricks Group has appointed Marnie Page, Colin Lewis and Amanda Wilson to senior management positions in a bid to support their Private Wealth advisers.
Page has been appointed to the newly created role of head of adviser experience, to ensure the services accessed by advisers provide the best value.
She would bring over 25 years of experience to the role, including senior positions as client and adviser services manager with AM Corporation and as national key accounts manager with Adviser Logic.
Lewis would join Fitzpatricks as head of technical services, having specialised in technical advice for over 30 years. Lewis previously worked as a self-managed super fund specialist adviser for the SMSF Association and held roles at IPAC Securities and Perpetual Private Clients.
Wilson would lead the Advice Compliance team as head of advice and licensee compliance given her legal qualifications.
Chief executive officer, John McMurdo, said the appointments underlined the Fitzpatricks Group’s commitment to supporting advisers.
“At the time where many in our sector are questioning their advice model, we are committed to promoting the value of advice and to support our advisers,” he said.
“I believe we have a real opportunity to take a leadership role within the industry.”
AUTHOR
Anastasia Santoreneos
Recommended for you
Zenith Investment Partners has welcomed a BDM focusing on adviser solutions in a series of appointments, while two asset managers have also confirmed new hires.
AMP non-executive director Kathleen Bailey-Lord and Iress non-executive director Susan Forrester have been appointed to the national board of the Australian Institute of Company Directors.
Wealth manager JBWere has announced the launch of two fixed income strategies for wholesale clients, backed by UBS Asset Management.
Firetrail Investments has confirmed the departure of four executives over the last quarter, including head of investment strategy Anthony Doyle.
