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
The UK-based global asset manager has formed a new group executive committee to accelerate its growth strategy following the commencement of its new CEO this month.
Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards.
The financial services industry is currently “overwhelmed with quality and quantity of candidates”, Kaizen Recruitment explains, leading executives to face 12-month long recruitment processes.
Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff.
