About Me

Our approach is to help our client's "Live life on purpose" by helping families become financially well organised and plan for their future. We do this by:

1. Collaborating with other professional to:
 Preserve and grow your wealth
 Superannuation and retirement planning
 Protecting your family through structuring & insurance.
 Cashflow & Balance sheet management
 Financially well organised
 Estate planning

2. Experience
 26 years as financial adviser:
 13 years with major banks private advisory division as senior financial adviser
 Last 13 years as owner & senior financial adviser for Fitzpatricks Sydney Pty Ltd.

3. Qualifications:
 Certified Financial Advisor (since Oct 2000)
 Diploma of Financial Planning (Sept 2000)
 Diploma in Farm Business Management – Honours (Nov 1990)
 Both achieved through Deakin university