Fitzpatricks Financial Advisers
I have been involved in the financial services industry for over twenty years and hold formal financial planning qualifications. Over my career, I have developed a particular enjoyment for and expertise in providing all-encompassing solutions to manage all aspects of the financial affairs of my CEO and professional clients.
During this time, I have worked with some of Australia’s leading tax, legal and lifestyle planning specialists, to create strategies and structures that not only build and protect his clients’ assets from “Creditors and Predators” but also enhance their quality of life. As such, I have been referred to as a “wealth and lifestyle structure specialist”.
I conduct interactive workshops in which I draw on my experience to share insights, tricks and traps. I provide guidance on how CEOs, business owners and professionals might structure their affairs to more effectively enhance their life and safeguard their wealth and legacy.
I currently speak at a number of key business leaders forums and was recently the recipient of an Outstanding Performance Award for a major business owners group.