Fitzpatricks Private Wealth announces new CEO
Fitzpatricks Private Wealth has appointed MLC general manager Matthew Fogarty as its new chief executive, with the change allowing John Woodley to take on a role as executive director of the firm.
Fogarty would bring experience at Geneseys and IPAC Equity Partners, as well as his time as general manager, Garvan and MLC financial planning at MLC.
John McMurdo welcomed Fogarty’s extensive history in the advice industry.
“I am delighted that Matthew will be joining our Group to lead Fitzpatricks Private Wealth. Matthew’s extensive industry experience and passion for advice will support our firm as we continue to grow,” he said.
Woodley would now oversee advice across Fitzpatricks Financial Group, with a strategic focus on mentoring and coaching advisers.
“Our advisers highly value the strategic coaching and mentoring provided by John Woodley. To meet this demand, John will now focus on how we help advisers build great client outcomes for their clients,” McMurdo said.
“Many licensees do not have the resources to invest in high quality coaching and mentoring services, but this is an area we believe we can show industry changing leadership. As a Founder and Director of our firm, John Woodley’s advice is highly valued and appreciated by advisers.”
AUTHOR
Hannah Wootton
Recommended for you
Trustee and fund administration platform MSC Group has promoted Shelley Brown as its chief operations officer, having successfully completed the integration of the Certane Corporate Trust business.
Australian Unity’s group managing director and chief executive has announced his plans to retire at the end of the year after two decades leading the company.
TAL has appointed a senior manager for investment strategy and portfolio management who joins from a lead role at AIA.
Global wealth management platform FNZ has appointed a new group head of APAC, while boutique investment manager TWC Invest welcomes a chief technology officer.
