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Home News Appointments

Fitzpatricks Group finalises leadership shake-up

Wealth management firm Fitzpatricks Group has appointed three new executives to strengthen the firm’s advisory arm.

by Staff Writer
June 21, 2018
in Appointments, News
Reading Time: 2 mins read
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In a statement, Fitzpatricks Group chief executive John McMurdo announced Marnie Page, Colin Lewis, and Amanda Wilson will join the business in the roles of head of adviser experience, head of technical services, and head of advice and licensee compliance, respectively.

“I am delighted to announce three key appointments to our Group, all designed to: strengthen our advice offering and support our advisers to build great outcomes for their clients,” said Mr McMurdo.

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“At a time where many in our sector are questioning their advice model, we are committed to promoting the value of advice and to support our advisers. I believe we have a real opportunity to take a leadership role within the industry.”

All three of the new staff have more than 20 years’ experience in their fields, with Ms Page joining from AdviserLogic, Mr Lewis making the move from Perpetual Private, and Ms Wilson from Macquarie Bank.

“Fitzpatricks has been built on the core tenets of a professional services firm. Part of that commitment is to support our advisers with the highest calibre technical, professional standards and business support,” Mr McMurdo said.

“Fitzpatricks continues to grow strongly as the flight from institutionally sales-based approaches to advice professionalisation plays out.

“These key appointments further under-line our commitment to support our community of advisers and I know these three experienced individuals will provide a significant contribution in supporting our advice business.”

 

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