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Young Australians need advice and young advisers need to gain experience. But this could be the perfect match – younger advisers with less industry experience can give limited advice to young Australians who aren't yet ready for holistic advice.
ICAC, Citibank, Dutton, Morrison, financial advice, CEO pay
While fresh-faced candidates straight out of their degree will attempt the professional year, the traditional career path of client services and paraplanning first will be more common, according to a planning group.
Fitzpatricks Private Wealth has expanded its advice team in Queensland with the addition of two “high-calibre” advisers. Matthew Nicholson joins Fitzpatricks having over 20 years’ experience in
Duque had worked within the financial services industry since 2013 and joined from ipac, a subsidiary of AMP group, where he was a private client adviser for nearly five years, which followed his role at Corporation U as a financial planner. Duque’s expertise centred around providing personalised strategic advice on wealth creation and retirement planning strategies. The new advisers would support the practice to target the private wealth market in south-east Queensland. The firm said the renewed team would be better positioned to embrace Fitzpatricks’ lead adviser approach by focusin...