Fitzpatricks Group News Today

With a weekly loss of 14 advisers led by declines at Count Financial, the financial advice industry has fallen below the 15,600 line.

Wealth Data has revealed which financial advice licensee has lost the greatest number of advisers this financial year-to-date, with the firm declining by 59 advisers over the period.

The summit is back in 2023 with a focus on how advisers can adapt to transform and thrive in the future. As the advice industry copes with economic uncertainty and generational shifts in wealth manage

Fitzpatrick Private Wealth (FPW) will enter a strategic partnership with Rothgard Financial Partners. The news comes as the Brisbane-based advice firm’s founder Ross Vanderwolf and principal Gino S

Privately owned licensee appoints new CEO Privately owned licensee appoints new CEO The advice group has promoted its chief operating officer to head the business as its founder steps back to an executive chairman role. A A In a statement, Fitzpatricks Group said it has appointed Jodie Blackledge to the role of chief executive, replacing the firm’s co-founder John Woodley. Ms Blackledge had been Fitzpatricks’ chief operating officer and chief financial officer since 2018, and had held previ...

In her new role, she would be focused on growth via strategic partnerships in the wealth industry as well as attracting more women into the industry. Woodley said: “Jodie’s leadership of the business on a day-to-day basis will allow me to take on a new role as executive chair, a position that enables me to focus more time on mentoring lead advisers. “Helping advisers build great business that tangibly enriches the lives of clients is at the heart of what we do, and we are well-positioned ...